Professional Background

David joined Moore Stephens in September 2006 and has been in the financial planning industry for 25 years. In 2009, David was awarded the Charter Financial; Planning 'State advisor of the year'. This prestigious accolade recognises outstanding achievement in a number of categories, including professional development and the provision of high quality financial advice.

David Enjoys being involved in the local community, having been chairman of the School Management Action committee for Marshall road State Primary School as well as the team manager, coach and vice president of the Tarragindi tigers Soccer Club.

Professional Qualifications

Certified Financial Planner

Diploma of financial planning

Associate diploma in business (Accounting)

Member of the National Institute of Accountants

Member of the Financial Planning Association

Authorised Representative of Charter Financial Planning Australian Financial Services Licensee, Licence No. 234 665