I began my Financial Planning career in August 1999 and became a licenced Financial Adviser in 2005. I enjoy spending time with my family, sport and the beach in summer.
I appreciate my career because it allows me to meet new people from all walks of life on a regular basis.
I am friendly and easy going, but work very hard to support all existing and prospective clients.
I am happy to meet all prospective clients free of charge (at our office or your house), to ascertain whether I can assist in your financial wellbeing.
I really look forward to my meetings with David. He is always willing to spend time having a chat about my situation financially and as a partner, mum and grandma. His financial advice has always been spot on and he has helped set me up for a secure retirement.
I am so happy with level of service that David provides to my husband and myself. David has a high level of customer service and always goes above and beyond to complete his customers needs. I would have no hesitation in referring David to friends and family. Alison.
We have had an excellent experience with David as our adviser. He could answer all of our questions and provided comprehensive advice for us.
David came to our home to discuss and explain our options. We felt comfortable with him immediately. No matter how many questions we asked he explained them clearly and with reassurance of any of our concerns without negating to explain the risks as well as the benefits.
As brand new customers we are yet to see how much our investment grows (which is the only reason for the 4.85 instead of 5 stars), but I do believe he is very experienced and trust that this will happen.
I would highly recommend David. He explains my investments very clearly and understands that I like a balanced investment at my age. He has also been extremely helpful in helping me with applying to Centrelink and advising them of my assets and investments. This would be quite daunting if I had to do it myself.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2005
- Years of experience 18
- Master of Financial Planning
Evolution Business & Personal AdvisersUnit 1, Suite B2, 335 Hillsborough Road
Warners Bay, NSW 2282
- 9:00am – 5:00pm Monday – Friday
Count Financial Limited