David Southwood

✦ Changing Lives through Financial Advice ✦

As a professional Certified Financial Planner and experienced Responsible Manager for AFSLs, I am still excited by the fact that great advice changes lives.

Guiding our team to work with clients at all levels, we provide financial advice to help them achieve their life goals. Creating authentic connections & versed in many facets of financial advice. I have lead teams who provide advice at many levels, ranging from basic single event advice to creating complex ongoing plans for Private Clients with significant wealth & income. I have structured advice businesses from the ground up, developing systems, processes & generating a client base, including establishing & maintaining a new AFSL to enable the business to operate in a competitive environment.

Through building genuine relationships with clients, peers & stakeholders, I have supported many people to achieve success in their respective goals. There is nothing more rewarding than seeing the results of making a genuine difference to clients in their lives, allowing them to live their best life, at whatever level that may be.