David Findlay

With over twelve years of experience in the financial industry, I am a seasoned professional committed to helping you achieve your retirement goals and navigate through the complexities of wealth building and retirement planning.

I love working in partnership with my clients to first clarify, then work step by step to achieve their retirement goals. Because each client is unique, their strategy should be tailored to their unique needs. I believe in a transparent communication style, which outlines the pros and cons of every step in the process, to help you make informed decisions about your future. I look forward to working with you, with care and competence, toward a more financially secure and prosperous future.

I serve the Toowoomba, Ipswich, Sunshine Coast and Gold Coast surrounding areas