David has been advising clients since 2003 specialising in high net worth.
Principal Adviser (Private Wealth), CFP® Professional, Grad Dip FP, SMSF Specialist Advisor™
In a time where institutionally owned firms are stripping their advice back to a one size fits all investment service, David joined Discover to offer holistic financial advice to our wealthy families having seen first-hand the value this provides. This is the type of service traditionally only provided by private family offices.
What’s key to achieving the best outcomes for clients? It can only happen by first building a strong relationship with his clients. By truly understanding what’s important to them and their family and managing wealth to support these plans.
When David isn’t working, he enjoys spending time with his wife and daughter, travelling to warmer climates and enjoying the beach and ocean. Meat smoker and NFL fan Go Chargers!
In a time where institutionally owned firms are stripping their advice back to a one size fits all investment service, David joined Discover to offer holistic financial advice to our wealthy families having seen first-hand the value this provides. This is the type of service traditionally only provided by private family offices.
What’s key to achieving the best outcomes for clients? It can only happen by first building a strong relationship with his clients. By truly understanding what’s important to them and their family and managing wealth to support these plans.
When David isn’t working, he enjoys spending time with his wife and daughter, travelling to warmer climates and enjoying the beach and ocean. Meat smoker and NFL fan Go Chargers!