Level 13, 465 Victoria Avenue,Chatswood, NSW, 2057
phone 1300 997 734 emailadvice@wealthpreservation.com.au languagehttps://www.wealthpreservation.com.au
Request a callback Book an appointmentDavid is a founding Director of Wealth Preservation and the AFSL licensee, Patron Financial Advice, which merged with the Infocus Group in 2014. With over 30 years industry experience, David's professional background and industry experience in wealth management and advisory services make him a valuable asset to the financial services sector. As a founding Director of Patron Financial Advice, David played a pivotal role in establishing the company as a leading provider of wealth management solutions for clients. David's track record in establishing successful wealth advisory businesses is a testament to his expertise in the field. His extensive experience in managing a corporate practice demonstrates his ability to lead and inspire teams to deliver exceptional results for clients. David's involvement in advisory boards further highlights his commitment to the industry and his willingness to contribute to its growth and development. His strategic insights and wealth of knowledge have undoubtedly played a crucial role in shaping the direction of the companies he has worked with.