- David provides investment and retirement planning services to individual clients and family trusts. He works with his clients to develop their understanding of their investments and how those assets can work to support their lifestyle.
- He has over 15 years’ experience in the financial services industry.
- David and his wife Jennifer emigrated to New Zealand in 2007 from the United Kingdom. In their spare time, they enjoy spending time outdoors looking after their lifestyle block and animals.
David is an Authorised Financial Adviser, contracted to AdviceFirst, and regulated by the Financial Markets Authority.