David Romanovski

David provides my husband and I with advice on our super funds, shares and investments and insurance. He was extremely diligent, explained everything in simple terms and we bonded straight away from his ability to connect with empathy. We were extremely confident with David’s advice and knowledge in these areas and he went above and beyond with us on care and attention. It is a pleasure working with him.

David has given me advice in areas including loan products, super funds, managing debt and insurance. David was always able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I consistently received David's full care and attention when I required it.

When I retired I had no idea what I needed to do with my superanuation and thankfully was introduced to David. He put me at ease with his very professional, friendly manner and also he picked up straight away that all of this for me was rather daunting. Most importantly he understood that I didn't want to take high risks as that was all my money and I was a little nervous about losing it. All of this was taken into consideration from day one and I left his office with a weight lifted off my shoulders, feeling very confident and so grateful that David was looking after my interests.

David is a very highly skilled knowledgeable planner, who can tailor your portfolio to your needs and requirements. He has given me, advice and explained the importance of managing your super and various investments. His a great communicator, explains things easily. My confidence in David managing my portfolio has never wavered. His been my planner for 6 years. His advice was always tailored to my needs. Highly professional, approachable. Highly recommend David as a financial planner.