One of the founders of Countrywide Advice, David has 15+ years in the financial services and wealth management industries.
David’s strength lies in helping his clients clarify their financial future and implementing strategies to help them achieve their goals. He enjoys researching and implementing effective solutions for his clients, in the areas of personal insurance and superannuation / retirement planning.
David’s commitment to his clients means that he constantly strives to stay informed about market and industry changes. This means that he is continually at the forefront in providing his clients with leading products and strategies.
David gained his Bachelor of Business in Marketing – B.Bus (Marketing) from Australian Catholic University. He also has a Diploma of Financial Planning. David has worked for some of Australia’s leading financial advisory firms, as well as in his own consultancies for many years and currently sits on a number of insurer advisory boards.
David’s specialties are in the areas of:
Personal Risk Management including providing ongoing advice and services to clients
Personal and group Insurance (Life, TPD, Income protection and Trauma);
Life investment products including Whole of Life, Endowment and Bonds;
Superannuation strategies and retirement planning;
Budget and cash flow management;
Debt management (including borrowing for personal purposes);
During his free time, David loves spending time with his young family and cheering on his beloved Essendon Football Club.