From humble beginnings, I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which have carried through my entire career.
My career has been a very adventurous journey and I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies.
As Principal Adviser of The Money Matrix Advice Pty Ltd, I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies.
I have been recognised for my outstanding customer service throughout my career and every day I am creating better wealth solutions through innovative ideas for all who choose to work with my team.
You can contact me or my team for a confidential discussion on 08 82321029 or email me at firstname.lastname@example.org
I charge fees based on complexity and with an overlay of risk associated with the assets being advised on. The fees are set and advised early in the process and are transparent throughout. Fees are only charged if real measurable outcomes are achieved.
I am still very ignorant about financial planning and his advice is extremely valuable.
David has always been more than helpful in setting us up for retirement and our future. Always available for questions. The office staff are also helpful and quick to respond to any of our requests.
David has a great understanding of the emotional ties underlying decisions made for succession planning in family farms together with sound financial advice. He offers sound common sense advise put gives time for people to consider ways forward without feeling pressured or pushed.
David and his team are professional in every area. Easily contactable and has a high knowledge and expertise in all areas of financial and income protection.
David and his team have helped us to understand our options and make it clear where we are going.
- Adviser status Platinum
- Number of reviews 209
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
The Money Matrix Advice Pty LtdSuite 1003, Level 10, 147 Pirie St
Adelaide, SA 5000
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Synchron Advice Pty Ltd