David Willis

For more than 20 years, David Willis has helped Australian families navigate complex financial decisions with confidence. As a Financial Adviser, Registered Tax (Financial) Adviser and aged care specialist, David combines strategic financial advice with practical guidance to help clients make informed decisions during some of life's most important transitions.

David is the founder of Senior Care Assist, a service dedicated to helping families understand the financial, Centrelink and aged care implications of moving a loved one into residential aged care or accessing care services at home. Inspired by his own family's experience navigating the aged care system, David recognised the need for independent guidance that brings together aged care knowledge, financial planning expertise and genuine support for families.

In addition to aged care advice, David assists clients with retirement planning, superannuation, investment strategies, Centrelink matters, estate planning considerations and wealth management. His approach is practical, personalised and focused on helping clients understand their options before making important financial decisions.

Clients value David's ability to explain complex matters in plain English, his strong technical knowledge, and his commitment to acting in their best interests. Whether assisting a family through an aged care transition or helping a client prepare for retirement, David takes the time to understand each person's circumstances and develop strategies tailored to their goals.

Based on the Gold Coast and working with clients throughout Australia, David is committed to providing clear, professional advice that helps clients move forward with confidence.