|Name||David Nelson, CFP®|
|Company||NAB Financial Planning Adelaide CBD P/L|
147 Pirie Street
Adelaide, SA 5000
I have had an interesting journey to come to this point in my life. I was fortunate enough to be married to my lovely wife Eileen at age 20, shortly after completing my winemaking degree. I worked on four continents in the wine industry and developed a strong appreciation for large corporations and international banking.
I developed a passion for investment markets while overseas. This led me to completing my two graduate diplomas and pursuing a role with NAB, who have a strong connection to agriculture.
I have long believed that the greatest success I could have, would be to find a path for farms to transition from one generation to the next. I use my experience and personal insights to assist me in developing unique strategies for generational transition, retirement and exit strategies.