David is a Senior Adviser with particular expertise in the areas of retirement planning strategies, self managed superannuation and corporate superannuation. David blends high level technical knowledge with an easy to understand communication style. He has been successfully assisting personal and corporate clients to achieve their financial goals for over ten years.
Assisting a client to protect and improve their lifestyle is always one of David’s priorities. “Because we focus on strategy and education, clients become empowered to take control over their financial future”. Our philosophy is straightforward: ‘Simple Solutions.. for Complex Problems’.
Dip FP, Assoc Dip Bus, Grad Cert Commerce, CFP®
Address: 445 Warrigal Rd, Moorabbin Vic 3189
Telephone: (03) 8586 9333
Facsimile: (03) 8586 9394