Since the 1970's, Australians have relied on banks for "Financial Advice".

We're changing this...

 

Why I Do What I Do

I believe Australian consumers pay way too much money for too little "advice". This advice delivered from bank and institutionally owned practices, often recommends the purchasing of investment, superannuation and insurance products that may also benefit them, while the advice provided (in my opinion) may offer little value.

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

 

Our Value to You

 

The above chart represents a study conducted by the Australian Institute of Actuaries which looked into 'The Value of Advice'. It concluded that 80% of the value an adviser can offer a client comes from strategic advice.

Interestingly the management of our clients behaviours (which is based on the study of Behavioural Finance) has a far greater influence on them attaining their financial outcomes than by the management of their assets and money. Avoiding haste decisions such as selling an asset when its value has dropped and preventing impulse purchases goes a long away when it comes to your finance

Refined Advice

We provide actual advice. My advice is based on years of experience helping individuals, families and businesses, and decade of post graduate learning. You can read about my Financial Adviser Reviews here.

I offer my services as a Financial Planner in Perth, WA. I am authorised to provide financial advice through Crown Wealth Management corporate authorised representative (No. 330384), of MyPlanner Professional Services Pty Ltd, a privately owned Australian Financial Services Provider.
(AFSL 425542)

 

 


What My Clients Say About Me

.... I’ve run my own small businesses in Perth now for 13 years, and recently needed some financial advice. David is one of the Smartest Cats around when it comes to Finance, Tax, and Self Managed Super. Highly honest dude, whose smart as hell! Rare to find, he’s a true gem in the ruff world of finance!
— N Dunin, BeyondRest Pty Ltd
I have had the pleasure of working with David for the last 4 years at Crown Wealth Management. He is by far one of the most intelligent and dedicated people I have met. He is our “go to” person for financial questions, and he always play a major role in the direction and strategy of our business.
— J Hall, MTR Pty Ltd
David has really helped us to focus on our business and given amazing financial advice. Thank you David!
— C Campey, WeirdSistas Pty Ltd

   Our qualifications               

  • Masters Degree in Applied Finance and Investment

  • Graduate Diploma in Financial Planning

  • Graduate Certificate in Australian Mig Law

  • Bachelor of Commerce(Business Law & Legal Studies) 

   Our Licences

  • Accredited Senior Financial Adviser

  • Accredited Self Managed Super Adviser

  • Registered Financial (Tax) Advisor 

  • ASIC Authorised Rep # 344255