I am a Senior Financial Planner with Apt Wealth Partners (AFSL no. 436121). I am a member of the FPA and CFP qualified with a Bachelor of Commerce (majoring in financial planning) from Deakin University. Having worked in financial services since 2003 I have gained vast knowledge across all areas of financial advice and specialise in self managed superannuation funds. I provide holistic advice to my clients based on their individual circumstances for truly personalised advice.
I welcome new clients and enjoy helping them achieve lifestyle and financial success.
Outside of work I am busy with my young family and coaching my son's junior footy team.
I can be found at the Apt Wealth Partners website which is http://aptwealth.com.au/our-people/
David is professional but also personable. His willingness to offer support and strategy when requested has been invaluable.
I've been happy with the guidance David has provided. It's been great helping us towards our retirement.
We came saw David 6 months ago, and have found him to be very helpful, easy to talk too and we now have greater confidence in our financial position.
I have been with David the last couple of years and he has been a great help as I have entered retirement and given me confidence to retire with peace of mind.
I have been with Apt Wealth for over 10 years and have been very happy. I would be happy to recommend them to family and friends
- Adviser status Platinum
- Number of reviews 23
- First year providing advice 2006
- Years of experience 17
- Certified Financial Planner (CFP)
Apt Wealth Partners24 Moorabool Street
Geelong, VIC 3220
- 8:00am – 5:00pm Monday – Friday
Apt Wealth Partners