David Sutton
Financial Adviser
David Sutton – Financial Adviser
David has over two decades of experience in the financial services industry, he has embarked on his journey in Paraplanning back in 2004. Transitioning to an advisory role around 2007, he has since been dedicated to providing personalized financial guidance and support to his clients. His career trajectory has led him through notable firms like Hobart Financial Planning and at present with Invest Blue.
His passion lies in building long-term relationships with clients, journeying alongside them as they navigate through various stages of life. Witnessing clients transition into retirement after years of strategic planning is immensely gratifying for him. He specializes in serving clients in the 55 to 65 age range, where he believes there’s ample opportunity to provide valuable insights and assistance in crafting retirement strategies.
A significant aspect of his practice involves navigating the intricacies of the Abbey Defined Benefit Scheme, a Tasmanian superannuation program catering to government workers. His expertise in this area has garnered referrals and clients seeking comprehensive advice within this domain.
Outside of my professional endeavors, David prioritizes family and fitness. Balancing his career with raising two young children, aged four and seven, keeps him grounded and focused on what truly matters. He maintains an active lifestyle by engaging in activities such as running, cycling, and basketball, alongside regular gym sessions.
