David has been providing investment and financial strategy advice for 25 years. He has previously worked with Macquarie Group, ABN Amro Morgans and MLC.
Specialising in investment portfolio management and retirement planning, David develops tailored growth and income strategies aligned to a client’s objectives and risk tolerance. His clients include corporate entities, SMSFs, professional and sophisticated investors, and retail investors.
Outside of work, David is actively involved in the community. He supports several clubs, including Coach of Broadbeach Junior AFLW and as President of the Mermaid Beach SLSC Supporters Club.
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