Private Client Adviser – ipac south australia
67 Greenhill Road,
Wayville SA 5034
David is a Certified Financial Planner® professional with a Diploma in Financial Planning and is an accredited SMSF Association SMSF Specialist Advisor™. He has over 20 years’ experience within the financial services profession in a variety of roles, where he has provided advice on a broad scope of financial planning issues and strategies.
He has a common sense approach to advice and is skilled at making financial issues easy to understand. David enjoys guiding people through the ever-changing landscape of financial planning and providing clients with a personalised service that focuses on their needs and aspirations.
As a Private Client Adviser, David helps a diverse range of people to plan successfully for retirement and manage other life changing transitions (such as family changes or loss of employment). He believes in helping his clients achieve peace of mind through assisting and supporting their financial decision making process.