David McKay

David has 16 years experience in superannuation and Financial Services, and has spent the last 11 years as a Financial Planner.  He holds a Bachelor of Business degree, a Diploma of Financial Planning, and aCertified Financial Planner designation.

David has particular expertise in superannuation, and can also offer advice on investments, risk management and estate planning. David’sphilosophy is that the financial planning process must meet hisclient’s lifestyle aspirations. He believes that professional development, and keeping up to date with the ever-changing financial environment, is crucial to an Adviser’s ability to helpclients  achieve their financial goals.

David is married with two adult daughters.  He enjoys outdoor activities including hiking, kayaking and camping.

"There have been no get-rich-quick schemes; just good, sound, practical advice."
Geoff Foster