David Meffert

David Meffert CFP® is a Private Wealth Adviser and co-founder of Linea Private Wealth, a boutique, fee-for-service private wealth management firm based in Toorak, Melbourne. He provides private wealth management to high-net-worth individuals, families and professionals across Melbourne and Australia.

Named in Barron's Top 150 Financial Advisers in Australia for 2025, David has 22 years of experience, including more than 17 years in private wealth. He began his career at Commonwealth Bank, spending over a decade advising high-net-worth clients within Commonwealth Private Bank on tax-effective wealth accumulation, cash-flow modelling, retirement and intergenerational planning. In 2019 he moved into boutique advice to offer a more personal, high-touch service, and went on to co-found Linea Private Wealth.

As a private wealth adviser, David specialises in private wealth management, investment management, estate and succession planning, tax-efficient structuring, retirement planning, self-managed superannuation (SMSF) and intergenerational wealth transfer. His approach is holistic and personalised: rather than recommending products, he builds an integrated strategy around each client's goals, family circumstances and long-term legacy. Clients typically engage Linea when their financial affairs have outgrown general financial planning, spanning multiple investments, business interests, trusts, SMSFs and family wealth that needs to pass cleanly to the next generation.

David specialises in working with professionals and entrepreneurs turning success into lasting independence; legacy families preserving wealth and values across generations; and next-generation leaders building the confidence to steward family wealth.

Qualifications and memberships:

• Certified Financial Planner (CFP®), the highest professional standard in financial planning
• SMSF Specialist Advisor (SSA®)
• Graduate Diploma in Financial Planning (Kaplan)
• Bachelor of Commerce, Financial Management (Monash University)
• Member, Financial Advice Association Australia (FAAA)
• ASIC Adviser No. 1238034

Linea Private Wealth is based at Central House, Level 3, 489 Toorak Road, Toorak VIC 3142, serving clients across Melbourne, including South Yarra, Hawthorn, Armadale and Toorak, and nationally via virtual meetings. David's guiding principle is to always act in his clients' best interests, with care, clarity and the professionalism that long-term trust deserves.