Qualifications and Affiliations:

• Graduate Diploma Financial Planning

• Authorised Representative (No. 001306136)

David Jeffress

David has extensive experience in the financial services industry, offering expertise in investment strategies, superannuation, retirement planning, wealth protection, estate planning, and tax strategies. His outcomes-driven approach, coupled with a deep commitment to building lasting relationships, allows him to provide tailored strategies that address each client's unique needs.

David is passionate about helping clients navigate complex financial decisions with clarity and confidence, ensuring they are well-equipped to reach their financial goals.  David is fully dedicated to ongoing growth, consistently seeking educational opportunities, staying up-to-date with industry trends, and participating in professional development to deliver exceptional guidance and support.

Away from work, David enjoys spending time with his family, playing guitar, cooking, watching Rugby League, boxing and MMA.