Dave started in the financial services industry in 1981. He is a life member of the prestigious Million Dollar Round Table (MDRT) in the USA and holds the international financial planning mark of Certified Financial Planner CFPCM Professional.
As a senior adviser in the firm, Dave will conduct all meetings with clients to ensure the design and implementation of your financial plan will deliver professional advice that will assist you to achieve your objectives.
Dave has been the recipient of numerous industry awards for high performance and highlighted in 2007 when he was awarded the Professional Investment Services ‘Adviser of the year ‘in NZ award.
Dave is an Authorised Financial Adviser in accordance with Financial Markets Authority regulations and was granted this on the 6th May 2011 (Register number FSP46943) and was renewed in May 2016 for a further five years until 2021. Since then, Dave has furthered his education in completing a Graduate Diploma of Business Studies in Personal Financial Planning from Massey University.
Outside the office Dave is keen to race in cycle and running events. He completed his first marathon at 40, Ironman Taupo at 49 and achieved a spot in the NZ Long distance triathlon team in 2006. Dave has at least two events he races in each year and enjoys being a healthy and happy dad of three with two grandchildren.