Dave has over 20 years experience in a technical role within the financial planning profession.
He leads and mentors our Paraplanner Team Leaders, provides technical support on client cases, and oversees the integration of legislation and budget insights into client strategies. Dave is also involved in designing and refining processes that enhance client outcomes, while driving continuous improvement across the business.
Outside of work he loves to socialise with family and friends, which usually merges with another interest of dining out! He’s also a great fan of music and loves to both listen and play.
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