“With over 15 years’ financial planning experience, my passion is working with professionals, business owners and families to support their ambitions of financial security and success.
As a financial adviser, I find the best value I can give to clients is to demonstrate how they can do things differently, in ways they may not have known or thought about, and positively influence their long-term wealth plans.”
My wife and I were introduced to David 2 years ago to unravel our financial affairs. David and his team have done a fantastic job, not only sorting out our finances but actually improving our financial situation. David is a very easy to deal with and we would easily recommend David and his team for financial management and strategies.
David continues to provide quality financial advice and service which results in me being a very satisfied client that has piece of mind regarding my financial affairs. The responsiveness of David and his staff is exemplary. Subsequently I have recommended David to others who are similarly very satisfied with his service.
- Adviser status Platinum
- Number of reviews 2
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Icg Financial Planning Pty Ltd71 Rathdowne Street
Carlton, VIC 3053
- 9:00am – 4:00pm Monday – Friday
Capstone Financial Planning Pty Ltd