David French – Financial Adviser, CFP
“I enjoy helping and motivating clients make the right financial decisions through all the changes that life brings. The personal relationship and service is paramount.”
David’s financial planning career commenced in 1999 after a successful period in Corporate Superannuation management. His superannuation background and knowledge provided a natural step into financial planning. David values personal relationships as well as financial guidance. He is proud of the fact that many customers have reciprocated loyalty through their journey.
David specialises in the areas of retirement planning, self-managed superannuation, wealth creation strategies, borrowing strategies and employer Superannuation.
David enjoys keeping fit through various sporting endeavours, is Chair of the local community association and has done a lot of work with the cancer council.
Memberships
- Financial Planning Association
- Mortgage and Finance Association
Qualifications
- Certified Financial Planner
- Bachelor of Science
- Diploma of Superannuation Management (ASFA)
- Diploma of Financial Planning
- Diploma of Mortgage Broking
- Justice of the Peace
- Most Trusted Adviser designation; Beddoes Institute
- Most Trusted Adviser 2023
