Diploma of Financial Planning
David has over 16 years experience in the Financial Planning industry. Starting his career in a boutique Financial Services business he gained a solid grounding across all areas of financial advice. David has spent time working in a SMSF Specialist business that included managing direct equity portfolios.
Since establishing Total Advice Partners David has worked hand in hand with clients, their accountants and other professionals to provide bespoke advice solutions. David has extensive knowledge and experience in providing Retirement Planning solutions, Self-Managed Superannuation advice and portfolio construction.