The Financial Planning Association of Australia The Financial Planning Association of Australia

David Nelson, CFP®


Name David Nelson CFP®
Company The Money Matrix Advice Pty Ltd
Address 147 Pirie Street
Suite 1003
Adelaide, SA 5000
Phone 08 82321029
Mobile 0437523428
Website www.themoneymatrix.net.au

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.

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