Adviser Profile

Dave has been involved in the Financial Services industry since 2011. During this time, he has been working in dealerships owned by two of Australia’s major banks, as an insurance adviser.  Dave bought an Elders Insurance franchise and has formed a partnership with another planner and buying an Elders Financial Planning franchise one year later.

Dave has undertaken continual studies and workshops to enhance his expertise as a financial planner and has completed his Advanced Diploma in Financial Services (Financial Planning).

As an Authorised Representative, Dave believes in helping his clients build a comprehensive program to make the most of their earning potential during their working years. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.

Financial Services Guide (Part 2)
(196KB) Download

Have a question? Send me a message

Fill out the form below and one of our friendly staff will get in contact.