David Willis AFP®, MFinPlan

David Willis AFP®, MFinPlan is our Head of Advice and also a Senior Financial Adviser.  He has been in the industry for approximately 20 years.  He is qualified with a Masters of Financial Planning; the Advanced Diploma of Financial Planning and he is a registered Financial (Tax) Adviser holding membership with both the Tax Practitioners Board and the Financial Planning Association of Australia (FPA); subscribing to the industry code of ethics.  He has extensive experience in helping clients achieve their financial and lifestyle objectives and is truly passionate about advice.

David has also managed financial planning compliance divisions in large billion-dollar organisations and is renowned as a subject matter expert in our industry. He often participates in technical strategy, risk and governance panels and committees with some of the largest financial institutions in Australia.

At home, David is married and a proud father of 3 young kids. Whilst family takes up the majority of David’s free time, he is still an avid trader, a sports enthusiast, a devoted rugby union supporter and enjoys helping in the community where he can.