David Howie | Financial Planner
Qualifications & Memberships:
- Certified Financial Planner®
- Bachelor of Arts (Economics & Finance), Victoria University
- Advanced Diploma of Finacial Planning
- Member of Financial Advice Association Australia (FAAA)
David has worked in the financial planning industry since 2011 and is passionate about understanding and forming long term relationship with his clients.
As a Certified Financial Planner®, David thrives on having meaningful discussions with his clients identifying their lifestyle aspirations, financial objectives and personal values. He specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular reviews, ensuring these strategies continue to meet his client's needs.
Away from the office, David spends time with his young family raising two children, Ava and Will, with his wife Tennielle. His favourite annual family holiday destination is Halls Gap and David enjoys spending time in the great outdoors along the Surfcoast and is a keen cyclist, with enough bikes to cover any surface.
With an easy going nature and friendly smile, David enjoys being around people and sharing a laugh or two.