David is a qualified CPA Accountant with specialisations in Financial Planning (FPS). He completed the Diploma of Financial Planning in 1996 and also holds the CFP designation. He has 28 years experience in the Australian financial services industry and concurrent practising as a public accountant.
As principle of Financial Life Balance in Melbourne, he specialises in serving client needs across all areas. He helps to take the time and trouble out of dealing with their broad ranging financial matters. Unlike many firms, he deals very closely with a limed number of clients providing meaningful financial and lifestyle solutions. His primary objective is to help client’s balance thier specific needs.
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