David is a Senior Financial Adviser with over 25 years of experience in the finance industry. Before joining The Hopkins Group, he held several senior positions at NAB and BT Financial, primarily focused on providing strategic investment advice and financial analysis to clients and the wider business.
As a Partner and Senior Financial Adviser at the Hopkins Group, David brings a deep commitment to helping individuals, families, and business owners make confident, informed financial decisions at every stage of life. With a strong academic foundation and extensive practical experience, he provides strategic, disciplined, and personalised financial advice that aligns with each client’s goals, values, and long-term aspirations.
What sets my advice apart is a strong focus on education, transparency, and disciplined decision-making. I believe that good financial outcomes are built through clear planning, evidence-based strategies, and consistency over time—not speculation or short-term trends. Clients value my ability to explain options clearly, outline risks honestly, and provide steady guidance during both favourable and challenging market conditions.
As a financial adviser, David's work typically includes:
- Developing comprehensive financial plans that provide structure, clarity, and direction
- Investment strategy design, portfolio construction, and ongoing investment management
- Retirement planning, including superannuation optimisation and income-stream strategies
- Wealth accumulation and long-term capital growth planning
- Cash flow and budgeting advice to improve financial efficiency and control
- Risk management, including personal insurance advice to protect income, assets, and family security
- Estate planning support, working alongside legal professionals to ensure assets are protected and transferred according to client wishes
- Tax-effective structuring and strategic advice, in collaboration with accountants where appropriate
- Ongoing advice, review, and adjustment to ensure strategies remain aligned with goals and market conditions
Whether clients are building wealth, preparing for retirement, navigating major life changes, or seeking greater certainty around their financial decisions, David's goal is to act as a trusted adviser—providing clarity, structure, and strategic direction so they can focus on what matters most.
David holds a degree in Economics, postgraduate qualifications in Applied Finance and Investment, and a Diploma of Financial Planning. This combination of academic rigour and professional training enables him to translate complex financial concepts into clear, practical strategies that clients can understand and act on with confidence.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 11
- First year providing advice 2010
- Years of experience 16
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
The Hopkins Group
Level 23, 500 Collins StMelbourne, VIC 3000
Opening hours
- 8:00am – 3:00pm Monday – Friday
Licensed by
Sentry Advice Pty Ltd
AFSL 227748