Summary

David — Senior Financial Planner | Western Sydney Aged Care Specialist | SMSF Specialist Advisor (SSA®) | Accredited Behavioural Finance Professional ABFP® | Chartered Retirement Planning Counsellor CRPC® With 20+ years in financial services, I help individuals and families turn aspirations into achievable outcomes. Since becoming an adviser in 2006, I’ve built a reputation for delivering clarity, certainty, and client first advice. 🎓 Master of Financial Planning (2018) 🤝 Member, Financial Advice Association Australia (FAAA) 🤝 Member, Self Managed Super Fund Association (SMSF) ⚖️ Justice of the Peace Expertise: • Retirement planning & superannuation (incl. Defined Benefits & SMSF) • Aged Care advice & Centrelink strategies • Wealth creation, protection & estate planning • Tax effective investment strategies & debt management • Direct equities (ASX 300), salary packaging • Life insurance (Life, TPD, Trauma, Income Protection) Based in Penrith, Western Sydney, I offer flexible appointments—at your home, a local café, or online—to make financial advice accessible and convenient. Outside of work, I’m a proud Parkrun volunteer, weekend sports dad, and camper exploring NSW country towns. Let’s connect over coffee and explore how I can support your financial future.