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 portfolio management and retirement planning, David develops tailored investment and wealth creation strategies aligned with each client’s objectives and risk tolerance. He values the relationship between adviser and client, with a focus on achieving long-term investment and lifestyle goals.
Outside of work, David is actively involved in the community. He supports several local clubs, including Broadbeach AFL, and serves as President of the Mermaid Beach SLSC Supporters Club.
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