Book Your Appointment

(With an actual financial expert!)

To sit down and have a 60-minute expert session with David, please complete the form below. The form will allow you to book in a free 15min initial phone call so you can ensure that we are a good fit before we meet.

Who Am I?

I believe Australian consumers pay way too much money for too little "advice". Advice from bank owned practices, recommending products and services that benefit them.

My aim is to provide greater financial certainty through complete transparency that enables my clients to understand the value I deliver. While the process can seem to be complex, our results are consistent and methodical.

Price

We're here to help you create your financial plan, not sell you a product!

The fee for this first meeting is $397. I am one of the few financial advisors that charge a fee for the first meeting, and there’s a very good reason for this.

When the first meeting is free, it is an opportunity for the 'financial planner' to sell you something. We guarantee value, so if you don’t feel you gained any value from the meeting, we will not invoice you.

 

My Qualifications    

  • Masters Degree in Applied Finance

  • Graduate Diploma in Financial Planning

  • Graduate Certificate in Australian Mig Law

  • Bachelor of Commerce (Business Law & Legal Studies) 

My Licences

  • Accredited Senior Financial Adviser

  • Accredited Self Managed Super Adviser

  • Registered Financial (Tax) Advisor (Tax Practice Board)

  • ASIC Authorised Rep # 344255