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 – hence why he continues to work as an adviser.

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  – which is a testament to his knowledge and ethical principles.