Dave has spent his career helping clients over 50 invest, prepare for retirement, transition smoothly, and enjoy life in retirement. Though still in his 40s, he brings a depth of experience that many advisers take a lifetime to achieve, consistently delivering excellent outcomes for Better Wealth clients.

Starting with a local accounting firm in the late 90s, Dave’s passion for growth took him to Hobart and then Melbourne, where he worked with diverse clients across various financial advisory roles, embracing the best practices from each role until he ultimately reached the ‘Paris end’ of Collins Street, managing Private Clients for a major global financial organisation. Yet, he soon realized that his true passion lay in building meaningful, lasting relationships with down-to-earth clients who genuinely benefit from his expertise, not just making the wealthy even wealthier.

In 2010, Dave returned to the Goulburn Valley as a Senior Financial Planning Manager with NAB, expanding his client base over the next decade before purchasing it in 2020 to start his self-employed journey. In 2024, the business relocated and evolved into Better Wealth.

Dave’s energy and enthusiasm reflect his belief in the saying, “If you love what you do, you’ll never work a day in your life”. Committed to providing top-quality advice and service, he continues to invest 10+ hours weekly into professional development.

What truly sets Dave apart is his extensive life experience and the wisdom he gains from guiding clients through their own journeys. There’s rarely a situation he hasn’t encountered or helped navigate.

Outside work, Dave loves exploring Australia and the world with his wife, Prue, and teenage daughter, Katie. He also enjoys outdoor activities like gardening, camping, hiking and kayaking. As faithful Geelong Cats fans, he and Katie love cheering the team on from the stands as often as they can too.