Certified Financial Planner (CFP)
Bachelor of Business (Accounting), Monash University
Bachelor of Business (Banking & Finance), Monash University
Moving from the UK in 2011, David quickly fell in love with Australia and became an Australian citizen in August 2017.
With a background is in business finance and accounting, he joined the Tribeca team in 2017 with three years of prior experience in the Australian financial planning industry.
David’s determination to help his clients reach financial wellbeing drove him to attain his CFP designation in 2017. His passion for coaching people towards achieving their personal goals extends beyond his role in the Tribeca team, as he is also a qualified personal trainer and holds further accreditation in nutrition.
For David, living his Good Life means striking the right balance between travelling the world and taking time to relax and enjoy what’s closer to home – usually by going to the gym and playing the guitar.
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