Diploma of Financial Planning
Specialisations
Practice development
Financial advice
Advice compliance
Wealth management
Succession planning
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David has 30 years’ experience in the financial services industry, with advice experience in the UK and Australia. He is passionate about supporting businesses in the provision of financial advice with a focus on growth and sustainable practices.
David has held various management roles within licensees and distribution, specialising in coaching and practice development. Most recently David held roles within licensee practice development and wealth management product distribution.
