David is one of Australia's more prominent and experienced advisers. He holds the internationally recognised Certified Financial Planner designation, which is the highest qualification within the financial planning industry, and is an immediate past director of the Financial Planning Association of Australia (FPA). He was the sixth adviser in Australia to be awarded a Fellow of the FPA. He has served on the FPA Disciplinary Committee for 7 years, the FPA Professional Standards and Ethics Committee since 2004 (now Professionalism Committee), and was a National Judge at the FPA?s inaugural Value of Advice Awards in 2006.
He is a founding trustee of the Future2 Foundation (the Foundation for the Financial Planning Profession), and lectured at the Securities Institute of Australia (now FINSIA) for 6 years. He remains the only adviser in Australia to be awarded the two prominent awards in Australian financial planning - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).
He has worked in the financial planning industry for over 20 years, has written a number of white papers, and is a sought after presenter at national and international conventions, including the UK Institute of Financial Planning Conference in 2006, as well as numerous media interviews including ABC Lateline, as well as participating in a regular weekly radio segment on 3AW throughout 2008 & 2009.