David is an Englishman with over 35 years experience in both the UK and Australian financial services industries. Migrating from the UK in 1996, David can readily relate to the experiences that migrant clients go through as they take up residency in Australia; particularly the impact changing worlds has on their finances and retirement security.
Pioneering the UK pension transfer industry in Australia, David has the vital connections with professional and regulatory bodies to ensure his clients are positioned for optimal transfer success. He is qualified in both the United Kingdom and Australia by examination and has acted for clients, superannuation fund and trustees alike.
A proud father of two adult girls, David has chaired a school board for many years and enjoys travelling – particularly snow skiing.