David is a Private Wealth Adviser in the Melbourne office for the Shadforth Financial Group.
Prior to his current role, David worked in the new business team of a life insurer, the administration team of an industry superannuation fund and a family wholesale food distribution business.
David then spent eight years leading a Self Managed Superannuation Fund business in a small boutique financial advisory firm whilst completing external studies before moving into a financial advisory role where he has worked for the last 10 years.
David's areas of expertise include superannuation contributions, pension retirement strategies and financial strategies to assist clients in managing their family's cash flows in a tax effective fashion to achieve their lifestyle and future savings goals.
David specialises in advising individuals and small business professionals, taking a holistic approach to the management of their financial, investment and personal affairs.