I have worked in financial services for 15 years, with a variety of roles within Morgan Stanley and an ethical fund manager. I am pleased to join Endorphin Wealth and look forward to contributing in the ongoing success and growth of a truly unique wealth manager.
My passions include too much time traveling to and from the Grampians and Heathcote, improving my trad climbing and golf handicap.
Being a lifelong student, I have more certificates than you can count, but most importantly, I have the experience and know how to help clients solve their most pressing problem – their families’ financial security.
I have joined Endorphin Wealth as an Associate – working closely with Phillip Richards to create ideal solutions and help clients save tax, invest their wealth and plan their retirement.
Speak with David to discuss your
- Tel: (03) 9190 8964
- Location: 0434 101 909
- Email: email@example.com