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

David Willis, AFP®


Name David Willis, AFP®
Company ASCENTIA FINANCIAL GROUP
Address 204/50 Marine Parade
Southport, QLD 4215
Phone 1300 60 69 70
Website https://ascentiafinancial.com.au

David is the Head of advice and Senior Financial Planner at the Ascentia Financial Group.

David has been helping people, corporates and institutions achieve their financial objectives for near two decades. He is qualified with a Masters of Financial Planning; the Advanced Diploma of Financial Planning and he is a registered financial (tax) adviser.

David is a professional member of the Financial Planning Association of Australia which requires commitment to a code of ethics and professional conduct so you can rest assured David will do the right thing by you.

One of David’s professional passions is to help improve the public’s perception of the financial planning industry and the quality of advice delivered. As such and given David’s vast strategy and compliance knowledge coupled with his strong ethical values; David has been welcomed to the risk and governance boards of several large institutions to help their advisers provide quality and compliant advice.

David employs a very considered approach in tailoring strategies to individual needs and has continued in the financial planning industry as he thrives on sharing his expertise and helping others achieve their financial objectives; and, he looks forward to sharing the outcome of his day with his family.

Personally, David is happily married with 3 very young children and enjoys spending time with them embracing all the Gold Coast has to offer.

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