About
David has worked in the financial services industry since 1978 in varying roles and has been a financial adviser for 25 years.
David has had a career in Insurance, Funds Management and Banking. In 2001, David established his own boutique advisory firm. He merged his Practice with Rothgard Financial Partners in 2012 and with the Rothgard team, he joined Fitzpatricks in 2022. Rothgard’s offices are located in Queensland’s Fortitude Valley.
David describes himself as a “goals-based” adviser who educates and guides his clients to make smart financial decisions and achieve their goals and dreams.
David is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). He is also a Self-Managed Superannuation Fund (SMSF) Specialist Adviser and a member of the Self-Managed Super Fund Association of Australia (SMSF Assoc).
He holds a Diploma in Financial Planning from Deakin University and a Graduate Certificate in Management from QUT.
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Diploma of Financial Services (Financial Planning) – Deakin University
- SMSF Specialist Advisor (Designation) – SMSF Association
- Tier 1Margin Lending – Personal Advice – Kaplan Professional
- Statement of Attainment – Provide Advice in Margin Lending (achieved via DFP)