I have been in the financial services industry since 1993. I am passionate about helping our clients achieve their financial freedom. I am a Financial Planner and a member of the Association of Financial Advisers (AFA). I hold a Graduate Diploma in Financial Planning as well as Fellow Chartered Financial Practitioner and also a Justice of the Peace. Career highlights have been: 1993 Began with Bridges Financial Services, employed for 21 years. 2014 I joined Hillross Financial Services and 2021 transferred over to PSK financial services. I enjoy working hard for my clients to provide them with the financial freedom they have worked hard for and deserve.
David has always been very helpful and clear in explaining thing to me.He has always given me good advice for my needs and I feel very confident in his knowledge and experience and is always willing to give me his time when I need it.
David provides me with clear accurate and prompt advice. I would not hesitate in recommending him to friends and family.
David gave us advise on investments, obtaining benefits from CentreLink and general retirement question. Very knowledgeable and more than satisfied with service delivered.
Very informative, polite and is always there if you need help, pleasure to deal with someone like David.
David was my adviser 7 years ago and I felt very confident about contacting him again at his new office when current advisers could no longer handle my super funds. I’m quite happy to come down from Bateau Bay as I’m very happy with his past performances and wish I’d joined him earlier when he left the Parramatta offices. If I have any queries he gets back to me promptly and is very helpful.
- Adviser status Platinum
- Number of reviews 34
- First year providing advice 2004
- Years of experience 18
- Graduate Diploma of Financial Planning
Psk Financial ServicesSuite 3, 1 Gregory Hills Dr
Gregory Hills, NSW 2557
- 8:00am – 5:00pm Monday – Friday
Charter Financial Planning