David is a Senior Financial Adviser who has been working in financial services for over 18 years and providing personal advice to clients for 13 years and has been with AGS since 2012.
David has a passion for helping clients make smart decisions about money, believing that a clear financial plan is the foundation to success. Having a wealth of first-hand professional experience developed over many years, David’s ongoing advice and support will ensure that you continue to take the right actions and make the right decisions. David strives to make the complex Financial Planning process an easy and satisfying experience for his clients.
David holds a Bachelor Degree in Commerce and is a Certified Financial Planner, meets FASEA standards and is an active member of the Financial Advice Association of Australia (FAAA). David also holds specialist qualifications in a number of area’s including retirement planning, Self-Managed Super Funds and Direct Equities.