Financial Planner Member of the FPA
David has almost 20 years’ experience in the financial services
industry and joined RACQ Financial Planning as a Financial Planner in September 2017.
Originally from Albury-Wodonga, David completed a Bachelor of Economics at Monash University in Melbourne in 1989, before embarking on a career in banking and finance.
He gained an in-depth knowledge of superannuation, insurance and retirement products across a wide range of roles including Member Education Manager at Mercer, Client Relationship Manager at AustralianSuper and Head of Member Services at Qantas Super.
David completed his Diploma of Financial Planning in 2005 and Advanced Diploma of Financial Planning in 2013. He established his own financial advice business in Brisbane specialising in retirement planning, superannuation, self-managed super funds and insurance solutions for his clients which included commercial pilots and aviation employees. He has extensive experience in complex super funds including defined benefit funds.
David is motivated by helping his clients and improving their lives through the delivery of quality financial advice. He is focused on assisting clients in understanding their financial position, setting financial goals, educating them through the process and building their financial confidence.
David is in the final stages of completing his Certified Financial Planner accreditation through the Financial Planning Association of Australia (FPA), the highest financial planning designation worldwide.
Contact David today
07 3842 6297