David Mandic

With over 18 years’ experience in the industry, David founded DTM Private Wealth in late 2023.

After obtaining his Commerce degree at the University of Wollongong, whilst also working at a large local firm, David commenced the financial planning graduate role at the CBA in 2009. He then proceeded to be the youngest qualified planner in the organisation mid-way through that year. Over time, he progressed to win many awards and was also promoted to Senior Financial Planner with a dedicated team to support their growing client base. The highlight of his tenure was being selected in the top advisers nationally to go on annual study conferences which included visits to Silicon Valley and the Chicago Board Options Exchange, which is the largest US options exchange.

David has extensive expertise and knowledge in all areas of superannuation, aged care, insurance and investments (including gearing). This experience and expertise was recognised when he was nominated for “FPA Adviser of the Year” in 2017.

David aims to assist all clients in meeting their objectives both financially and from a lifestyle perspective. He is known to be a highly accessible and responsive person, who takes the time to properly understand his client’s individual needs. David has also developed a reputation for building and maintaining strong relationships. His point of difference is his high education standards and working successfully in the industry from the very bottom up for the past 18 years, with 30 years ahead of him to take his clients on their personal journey from start to finish.

Please note: I am also Aged Care, SMSF, Securities and Gearing accredited.