David has been helping clients grow, diversify and protect family wealth as a specialist financial planner since 2001 when he launched a Specialist Financial Planning Division. David is a Member of the FPA, a superannuation auditor, and accredited SMSF advisor. With extensive experience both personally and as an advisor, he is uniquely placed to advise on a broad range of wealth creation and protection strategies.
We are now proudly part of Synchron advisor group. Synchron, are Australia’s largest privately owned financial advisory group. Established in 1989 they have grown exponentially with now over 530 authorised representatives, located Australia wide. The company is well respected in the Financial Services Industry and has a corporate philosophy to form associations with only the highest calibre of advisers.
In making the move to Synchron, after 17 loyal years with Count our assessment process needed to be comprehensive, careful and based on the benefit to our clients.
In selecting Synchron we were heavily influenced by the following client benefits:
- Freedom to choose the best investment platform without alignment
- Improved online training and support
- Simple English compliance documentation
- Transparent Fee-based advisory model
- Access to “Best of breed” advisor software
- Competitive fee structures capable of being passed on to clients
- Complete freedom to select from all major fund managers
- Privately owned.
Whilst our focus is on optimising the financial position of our clients, our perspective and commitment to grow and protect client wealth whilst in the pursuit of personal goals and ambitions.
We do this by:
- Developing your goals into a financial strategy
- Continued advising on how to accumulate wealth
- Managing your investment portfolio
- Planning for your retirement
- And protecting you and your family.