"I take a holistic approach to financial planning by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals."
David has close ties with the Northern Territory, having been born and raised in Darwin. David is a Director of the management company that operates the Darwin office. He has a bachelor of business in Financial Planning and is an SMSF Specialist Adviser (SSA). He has worked in the financial services industry since 2001 and as a practicing financial planner since 2008. David believes providing financial advice is not about telling people what to do; it’s about identifying the opportunities available to them and guiding them through the decision making process.
Services and specialities: Personal Insurance, Retirement and Estate Planning, Self-Managed Super Funds, Stockbroking, Superannuation Advice,
Wealth Management, Investment Style.
David specialises in providing holistic financial advice for a wide range of clients which includes investments, wealth creation, personal insurance and retirement planning with a special interest in Self Managed Super Funds.
Get in touch with David Cope