Specialist Areas
Professional Qualifications
- Bachelor of Business Management
- Diploma of Financial Services - Financial Planning
- Diploma of Finance and Mortgage Broking Management
Experience
With over 15 years of experience in the mortgage industry, David has built a reputation for delivering personalised lending solutions with care, clarity, and professionalism. Specialising in working with medical professionals, including doctors, dentists, and veterinarians, he understands the unique financial needs of his clients and is dedicated to helping them achieve their goals with confidence and ease.
Before joining our team, David worked as a lending consultant at BOQ Specialist Bank where for over 11 years he worked towards becoming a trusted lending partner for high-net-worth individuals and small businesses. Prior to this appointment, he worked as a mortgage broker in a holistic financial planning environment where meeting long term goals from a finance perspective was paramount.
David’s career has been defined by his ability to read and understand financials, communicate transparently, and help build confidence to make the most informed financial decision possible. He brings a wealth of knowledge and a results-driven approach while keeping client care at the heart of everything he does
Memberships and Appointments
- Credit Representative No. 564312 of Australian Finance Group LTD. ACL 389087
- MFAA Membership (since 2010)
