David Braun

As well as advising, David assists clients with their ongoing claim administration in relation to Income Protection or from time to time, sadly, Death and Trauma claims.

In 2011, David completed a Bachelor of Health Sciences, majoring in Psychology and Exercise Science at Deakin University whilst also working part-time in a business support role with a long established Toorak Medical Practice. This experience has built valuable communication skills with people of a wide range of backgrounds, as well as providing a greater understanding of the needs of Business Owners and Medical Professionals. Having worked with qualified Financial Advisers and assisted clients since early 2012, he is now completing a Graduate Diploma of Financial Planning to further his professional development.

David has been playing basketball since the age of nine, and once he was old enough, became a basketball coach. He still maintains all of his basketball trophies in the family home and is proud to have also been awarded Most Valuable Player (MVP) in one of his last Grand Final matches (which they also won!). When not helping clients, he enjoys time in the sun, practicing kettlebell training and Brazilian Jiu-Jitsu.

David can also be located on the Financial Adviser Register, which means that he has passed the FASEA Exam (Financial Adviser Standards and Ethics Authority Exam).

David is an Authorised Representative (ASIC No. 461901) of Lifespan Financial Planning AFSL No. 229892.