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David has been a financial planner since 2003 and is a director of Planwell Financial Group.
He has completed a Bachelor of Commerce, is a CERTIFIED FINANCIAL PLANNER® and a member of the Financial Planning Association of Australia.
Meeting a client’s financial goals and objectives is a focus. David specialises in investment and retirement planning advice including superannuation and SMSF. He also advises on personal insurance protection. He loves the interaction with clients that his job provides, including the many ‘let’s get a coffee’ meetings.
David was raised in Geelong and is married to Narelle with two beautiful children. He enjoys playing golf, exercising, trying something new, travelling and dining with family and friends.
