David Smyth BECOME A CLIENT REFER
David is an experienced Senior Investment Adviser who joined the industry in 2000 and who works closely with clients to manage and build their wealth.
By having a complete understanding of each clients financial position and goals , David and his team are able to develop and manage a specifically tailored strategy for each client.
David specialises in Professional management of investment and superannuation portfolios, asset allocation , and getting your financial house in order so you can achieve your goals.
David holds a Graduate Diploma in Financial Planning and a Bachelor of business degree, he was also on the Hartley’s board for 6 years.