David is the Partner of our Superannuation team and is also a Financial Adviser in the Wealth Creation team, located in our Newcastle office.
David has a deep understanding of the strategy and legislation around superannuation, estate planning and investments.
He has worked within the superannuation and investment industry for over 11 years and is a leader within the PKF Australia network. He actively seeks to build and maintain positive relationships with his clients and their referrers - whether that be other clients or their trusted professional advisers – to ensure the best outcomes are achieved.
David’s strategic Self-Managed Superannuation Fund (SMSF) experience allows him to provide solutions that others may not always identify. As a result of this experience, David has consulted on legal matters relating to SMSFs, presented at many seminars, written many articles on the topic of SMSF and investment and in 2017, David was named as the SMSF Specialist Accountant of the Year for NSW at the SMSF and Accounting Awards.
David works closely with a broad spectrum of clients with diverse needs and provides solutions that draw on his extensive experience across the accounting, investment and advice industry. This has resulted in David becoming a private high net worth client specialist who provides holistic solutions and advice – setting him apart from financial advisers who focus only on investment or insurance.
Prior to David's career in accounting and financial advice, David was a Chef for close to 10 years and through this experience, he gained his knowledge of the importance of providing amazing client service as well as being able to prioritise, improvise and think on his feet.
- ASIC Authorised Representative number: 1239053
Authorised by The Advice Exchange to provide financial advice and services relating to superannuation, Self-Managed Superannuation Funds, retirement savings, life investment and risk, deposit products, shares.
- Bachelor of Business
- Diploma of Financial Planning
- Chartered Accountant (CA)
- Accredited SMSF Special Adviser (SSA) with the SMSF Association