Certified Financial Planner CM (CFPCM)
David is a Financial Adviser and has over 20 years of international work experience in the Financial Services industry. He has been providing consultative advice to clients and businesses since 1998.
Originally from the United Kingdom, he has worked with some of the world’s largest banks and building societies, providing investment and financial planning advice. David has been working with Trustees Executors since 2011 and is also a Certified Financial Planner CM (CFPCM).
David prides himself on using his extensive financial knowledge, professionalism and easy-going manner to allow clients to achieve their financial goals within an environment that best suits their needs. He will consult with you to ensure that he fully understands your needs and provides you with clear investment explanations and sound financial advice, which will enable you to make fully informed decisions. David is passionate about building long-term, productive client/adviser relationships which help his clients grow and protect their wealth. He is approachable and takes a solutions-based approach to work and life.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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