Executive Services Manager & Senior Adviser
David has over 35 years’ experience in the financial services industry. He joined the Commonwealth Bank of Australia in 1980, and progressed through to various management roles within the organisation. David was excited to bring that experience to Ellerfield Financial Planning when he joined the company in 2007. He currently holds the position of Head of Strategic Advice, and is also the Group General Manager for Ellerfield.
“Gives me great pleasure to lead a team who is dedicated to the delivery of outstanding customer service along with cutting edge, strategic advice.”
David is currently a Senior Fellow with the Financial Services Institute of Australasia and enjoys studying the financial markets especially in the areas of the share market and property investments.
David enjoys travelling and Motorsport. He has an active role within Speedway Sedans Australia. David also has involvement in fundraising projects for people diagnosed with late stage AIDS in the Northern Region of Thailand.
David currently holds a Diploma of Finance, and an Advanced Diploma in Financial Planning, and is currently a Senior Fellow with the Financial Services Institute of Australasia. He is also a member of the AFA.