“Treat others how I would like to be treated”
3 words describe yourself:
Determined, energetic & loyal
David has worked in the financial services industry for over 20 years in a range of management positions, compliance and distribution.
Prior to joining Diversified Financial Planners, David has worked at another AMP Financial Planning Practice, IOOF, AMP and AXA assisting financial planners to grow and develop their business financial planning skills, enabling them to deliver an outstanding client experience and grow a profitable business. David has completed qualifications in Financial Markets, Management and Financial Planning.
David’s goal is to help position the financial planning practice to deliver the highest quality of advice and service to all clients who deal with Diversified Financial Planners and to assist to grow and protect their wealth in order to achieve their desired lifestyle in retirement.
Outside of work David enjoys travel, golf, watching AFL and time spent with family.