"I am an experienced financial planner and provide advice to my clients with best interests duties at heart. It is my job to understand my clients goals and help prioritise these so that we can work together to achieve real and possible outcomes."
I have over 15 years experience in the Financial Advice industry and over 18 years in the financial services."
My professional qualifications include:
Master of Financial Planning
Graduate certificate in Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
My memberships include:
Financial Planning Association
Tax practitioners Board
My husband and I would like to say a super thank you to David for helping us with understanding and implementing our superannuation strategies and our insurance needs. David is an honest and genuine guy who made us feel like family. We felt very confident with his service and feel more at ease with our retirement plan and insurance cover. He provided a comprehensive folder containing details regarding investment options, recommendations and projected outcomes and strategies to improve tax efficiency. He was efficient, knowledgeable and very client focused. We highly recommend David!
David has been instrumental in providing Amanda and I advice regarding home property/investments and have provided clear guidance regarding life insurance which we have opted for. He was able to explain everything clear, concise and able to answer all our questions or queries. David has gone above and beyond and continues to do so to this day. Highly recommended!!!
David has been an absolute star in helping my partner and I understand how we can grow our wealth. We were so glad to have had David recommeneded to us by some friends! He has taken us through key steps on how we can grow our superannuation fund, look at our budgeting to buy our first home and plan how we can secure investment properties in the future. David is genuine in his approach and consistently explains things in a clear and simple manner for us to understand - which we really appreciate. Through David's knowledge and experience, we feel very confident and trust the advice David has given us. I would highly recommend David!
Knows his stuff. Honest and genuine guy.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2007
- Years of experience 16
- Master of Financial Planning
TST Advisory WealthShop 264, Stockland Mall, 561-583 Polding Street
Prairiewood, NSW 2176
- 9:00am – 5:30pm Monday – Friday
Spark Advisors Australia