Professional experience
Starting his career as a financial adviser in 1998, David has built up a wealth of experience working with families and business owners, helping them envisage and realise their life goals. Whilst building and protecting wealth is key to the client’s success, his focus on the individual and family goals forms the centre of every financial plan. David has extensive knowledge of financial concepts and strategies. He also holds special accreditations in Self-Managed Super Funds, Margin Lending and Aged Care.
David is a Senior Financial Planner with PKF Perth Financial Services and an authorised representative of Count Financial. PKF Perth Financial Services Pty Ltd ABN 73 009 093 510, is an authorised representative of Count Financial Limited ABN 19 001 974 625 holder of Australian financial services licence number 227232 (“Count”). Count is owned by Count Limited ABN 111 26 990 832 of GPO Box 1453, Sydney NSW 2001. Count Limited is listed on the Australian Stock Exchange. The information on this web page is not financial product advice and is provided for information only.
Outside of work, David is dedicated to his partner, Mel and is the father of three. Involving his young family in the local community is very important to David. He spends much of his evening and weekends with the local volunteer fire brigade where he is an operational fire fighter and holds the position of First Lieutenant.
Qualifications and memberships
- • Graduate Diploma of Financial Planning
- • Member of FAAA
