Certified Financial Planner (CFP), Financial Planning Association of Australia 2017
BSc (Hons) Business & Management, Aston University Business School. 2008
Originally from the UK, David joined Tribeca Financial in 2017 with 3 years of prior experience in the Australian financial planning industry.
With a background in business finance and accounting, David attained the CFP (Certified Financial Planner) designation in 2017 and is passionate about helping people determine their personal goals/what’s important and coaching them towards achieving them.
This passion extends beyond financial matters – David is also a qualified personal trainer and holds further accreditation in nutrition.
Outside of work you will find David in the gym, travelling Australia or taking some time to relax and play the guitar.