David brings over three decades of experience in the financial services industry, including managing director of his own financial planning company, WB Financial in Subiaco, before it was incorporated into Empire Financial Group in 2020. Throughout his professional life, David has advised large corporations, small to medium companies, and individual and family clients, to better their financial future and security.
David’s emphasis has always been on education, enabling clients to understand their financial strategy and feel confident before embarking on their financial plan. He provides advice to develop management systems that will best achieve more effective lifestyle outcomes, by maximising investment opportunities, managing cashflow, and planning for retirement.
David is a Certified Financial Planner, has a Bachelor of Physical Education and holds a Diploma of Teaching.
He is also a member of the Financial Planning Association of Australia and has further qualifications in the more complex specialist advice areas such as Self-Managed Super Funds, Listed Securities, Aged Care and tax effective strategies.Message Us