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.
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.
We have used David’s service for many years now and we are very confident in his expertise and advice, David is always available and has helped our family members as well during a time of loss. David advice is well thought through, documented and he will provide advice that is backed by facts and sound research.
David knows his stuff & is a pleasure to deal with. A breath of fresh air, not your average financial advisor. He is a great listener, “down to earth” and trustworthy. He gives you full confidence that what he recommends is in your best interest for the future.
- Adviser status Platinum
- Number of reviews 24
- First year providing advice 2005
- Years of experience 17
- 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