From humble beginnings, I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which have carried through my entire career.
My career has been a very adventurous journey and I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies.
As Principal Adviser of The Money Matrix Advice Pty Ltd, I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies.
I have been recognised for my outstanding customer service throughout my career and every day I am creating better wealth solutions through innovative ideas for all who choose to work with my team.
You can contact me or my team for a confidential discussion on 08 82321029 or email me at david@themoneymatrix.net.au
Expertise
My fees
I charge fees based on complexity and with an overlay of risk associated with the assets being advised on. The fees are set and advised early in the process and are transparent throughout. Fees are only charged if real measurable outcomes are achieved.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 210
- First year providing advice 2005
- Years of experience 19
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
The Money Matrix Advice Pty Ltd
Suite 1003, Level 10, 147 Pirie StAdelaide, SA 5000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313