Financial Planning Perth Reviews


What My Clients Say About Me

"We chose David as our financial advisor as he was unique in his approach - we've witnessed his genuine approach and feel extremely confident that his strategic advice is the best for our situation - A Charlesworth (Oakford, WA)
“.... 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