David is a director and Senior Financial Planner at Montara Wealth. His role is to oversee the running of the business and ensure the delivery of exceptional service and strategic based advice to clients.
David is well known for developing strong long-term relationships with clients and is passionate about helping them identify and implement life changing financial strategies.
David is authorised to give personal financial advice under the Climb Wealth Pty Ltd (Australian Financial Services Licence number 409424). His ASIC Authorised Representative identification number is 400635.
What is David’s experience?
David was previously Managing Director and Senior Financial Planner at Financial Spectrum. Along with his team, David provided strategy based holistic advice to his clients. David has extensive experience providing financial advice to organisations and individuals across Australia and the UK.
In the UK, David provided personal financial advice and corporate strategy direction for medium and large businesses. On returning to Australia in 2010, David chose to specialise in advising private clients, becoming a partner at Financial Spectrum. Subsequently, David has since started Montara Wealth, which along with his team continue to provide his new and loyal clients with strategy-based advice.
Providing life changing advice to his clients and helping them to navigate a clear pathway to achieving their financial aspirations is one of David’s passions. He helps his clients make evidence-based decisions based on an alignment to a clear strategic direction, providing them with the confidence to move forward and grow. His expertise has seen him featured in various media publications as the Australian Financial Review, Daily Telegraph, Herald Sun and news.com.au.
In addition to David’s financial planning role, David is also a Director of the property research company Binnari Property. Binnari was started in 2012 with the aim of providing highly researched and ethical property investment solutions to those clients who require property investment as part of their investment strategy.
Outside of the businesses, David enjoys spending time with his family, keeping fit and going out for good meal with friends. David also likes to dedicate part of his time to charity work, including driving charity initiatives with organisations such as Kookaburra Kids, Starlight Foundation and Birds of Passage.
What is David’s education?
David holds an Advanced Diploma of Financial Planning. He also holds real estate licences in NSW, VIC and QLD. He has extensive experience as a senior adviser within the financial services industry and has helped hundreds of clients reach their financial goals.
How is David authorised to provide advice?
David is authorised by Climb Wealth Pty Ltd to provide you with advice on any products and strategies.
His role is to outline strategies personalised to each client, and then with the assistance of the Montara Wealth team, help clients implement their strategy for the best long-term results.
How is David paid?
David is a director of Montara Wealth Pty Ltd and receives a percentage of the fees paid to the firm and a share of the profits.
All fees are paid to Montara Wealth Pty Ltd. If personal advice is provided to you, specific details of fees or commissions will be outlined in the Statement of Advice and can be requested at any time. We have a transparent fee structure to give our customers confidence that they are getting value for money.meet the team