David is the latest addition to the Millennium Wealth team, bringing a wealth of experience from his tenure at Viridian Advisory since 2019 and a significant background with Westpac Financial Planning, where he served since 2005. His journey in the financial sector began in 1999 with the Commonwealth Bank. Notably, during his time at Westpac, David initiated one of the first Partnerships in 2009 and earned recognition as one of the top 50 advisers within the Westpac Group, a distinction he received six times at their annual conference.

David is committed to demystifying the complexities of financial planning for his clients, particularly in the realm of retirement, ensuring they can concentrate on what matters most to them. His approach is client-centric, focusing on clear and straightforward guidance.

Beyond his professional endeavours, David dedicates time to his personal passions. He is actively involved in maintaining his property alongside his wife, Nicole, and is an avid cricket enthusiast, participating as a coach, player, and groundskeeper. David is also a proud father to three adult children: Amber, Georgia, and Kobe.

0493 866 594
dave@millenniumwealth.com.au