Adviser Profile

David commenced in the financial services industry in 1988. During this time he has undertaken courses of continuing education, both with industry bodies and individual product suppliers. David worked as a Colonial Mutual agent from October 1988 until March 1996, at which time he joined Elders and commenced his present role David has achieved his Diploma of Financial Planning. David has worked in the Port Lincoln district for many years and services the west coast right through to the Western Australian border to Wudinna and the Cowell district. He has successfully established himself as a reputable financial adviser.

As an Authorised Representative, David believes in helping his clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping provide the protection they need to ensure they do not place their long term financial goals at risk. He achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.

Financial Services Guide (Part 2)
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