“David helped set up our Self Managed Super Fund and it’s the best thing we’ve done. We weren’t quite sure if it was the right path for us initially. We waited until I had retired and had time to oversee everything. I’m really I enjoying being more hands-on and having control over my super. And whatever questions we have David has the answers, and if he doesn’t he seeks the answers and gets back to us immediately, and that gives us confidence.”
As a Financial Adviser at Varria, he has successfully managed the wealth of senior executives, small business owners and retirees for 10 years
David enjoys the challenges and rewards that come from making a positive contribution to his client’s lives through professional financial planning. He specialises in advice for Self Managed Superannuation Funds (SMSF), wealth accumulation and risk management.
David joined Varria in 2010. Prior to Varria he worked in a similar role with a financial advisory business that was acquired by Varria.
David’s interests outside of work are family and sport. He enjoys playing soccer and surfing, mountain bike riding and travelling.