David Taylor, AFP®

I have worked in the Financial Services Industry since 2006 in a broad range of specialised advice, financial planning and customer service positions. As my clients are aware, I am very passionate about financial planning. I genuinely love my job. Assisting clients to fulfil their dreams is extremely satisfying. I enjoy building ongoing relationships with clients to gain a thorough understanding of their current situation, specific needs and objectives. I believe that personalized service is essential when matching clients with the right financial strategies, services and products. Working in partnership with my clients, I have been able to present and monitor appropriate solutions enabling them to achieve their financial and lifestyle goals. I am dedicated to learning about your personal goals and taking that to build a financial plan focused on achieving your specific needs.Away from work I love being with my family and friends, enjoy watching all sports particularly AFL following the Melbourne Football Club and any holiday is a good holiday.

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