Wealth Planning Adviser & Mortgage Consultant
As a seasoned adviser, David has seen a world of change since he began advising in 1981. Through the highs and lows of the changing times, David has been there to guide his clients in weathering the storms to successfully achieve their financial goals through the various stages in their lives. From buying their first home and starting new businesses, to planning for retirement and succession planning, David understands the importance and complexities of financial matters. Drawing from his vast experience he believes the advice he has given has been critical to his clients during harder times both personally and financially.
Outside the office, David enjoys playing tennis, watching football and spending time with his grandchildren.
