About
David has been a financial adviser for over 20 years.
He established his own boutique advisory firm in 2017, after over a decade at Shadforth Financial Group. In 2017, David teamed up with Fitzpatricks, based in Melbourne.
David is motivated by a genuine desire to help others achieve their personal and financial goals. He is experienced in giving holistic strategic advice, and specialises in cross boarder strategies for expats, particularly those migrating from the UK to Australia.
David is a Certified Financial Planner (CFP) and member of the Financial Advice Association Australia (FAAA). He is also the Chair of the FAAA Melbourne Chapter Committee.
He holds a Bachelor of Science, Master of Financial Planning and Diploma in Financial Services (Financial Planning).
Qualifications & Memberships
- Financial Advice Association Australia (FAAA)
- Certified Financial Planner – FPA
- Master of Financial Planning – Royal Melbourne Institute of Technology
- Diploma of Financial Services (Financial Planning) – Deakin University
- Bachelor of Science – The University of Melbourne
- DPML Margin Lending – Pinnacle Financial Services Academy
- Self-Managed Superannuation Funds – Kaplan Professional