David Toms
Financial Adviser
David Toms – Financial Adviser
David worked for over 20 years in banking and finance, including 11 years as Treasury Manager at Challenger. Making a career change, David completed his Grad Dip in Financial Planning in 2021.
He specialises in helping people plan for their retirement to maximise the opportunities and benefits available to them so that his clients can take the next step in their lives worry free. Every financial plan is tailored to the needs and goals of the individual clients to ensure the advice is perfect for you.
Outside of work David enjoys local markets, bush walks and traveling with his wife as well as a love of cricket and footy.
Areas of Specialisation:
· Wealth Creation Strategies
· Debt and Cashflow Strategies
· Risk Advice
· Superannuation Accumulation
