David BrownB.Bus, Dip. FinPlan, CFP
David is an optimistic visionary, never satisfied with good enough, always seeking to improve the way he runs his business, the lives of his clients and his family life.
For more than a quarter of a century, David has led a multi-award-winning financial services practice with a diverse skillset that combines industry knowhow with practical, passionate and personalised service. His dual qualifications and experience in both accounting and financial planning make David a formidable force when it comes to providing sound, considered financial advice to medical specialists, self-employed professionals and business leaders.
He is particularly passionate about protecting his clients, and those they love, from having their financial aspirations derailed by unexpected life events. As a business owner and father-of-four, David has first hand insights into the complexities of balancing personal and professional financial goals and obligations. Drawing upon his experience as an accountant, David’s extraordinary talent as an adviser and business owner is to integrate the many aspirations of his clients’ family and business life and recommend sensible, considered options that encompass his clients entire financial life.
The overarching principle that drives David is – doing what is best for the firms’ clients, 100% of the time. The one overwhelming comment that a client can say that means more than anything else to him is “David, I trust you”.
Contact: firstname.lastname@example.org team
Bachelor of Business
Diploma of Financial Planning
Certified Financial Planner (FPA)
Company Directors Diploma
Accredited SMSF Adviser (Kaplan)
Memberships & Associations
Fellow of Aust Institute of Company Directors
CFP member of the FPA
Life Member of the MDRT
Association of Financial Advisers (AFA)
Authorised Representative # 239348
Ballesty Sikkema Award – 2013
Genesys Wealth Advisers Firm of the Year – 2003, 2004, 2005, 2011, 2012, 2013
“Stanford Brown is really an extension of David Brown. David is an extremely ethical, competitive, intelligent operator. Probably the best operator I’ve seen.” – Robert Glynn
Qualities David most admires in leaders….
Leaders I admire have undeniable courage, a respectable stubbornness, enviable perseverance, and are unreservedly optimistic. They provide a wonderful perception of security, yet are immensely progressive in thoughts and actions. I have special admiration for John Howard and Richard Branson.
Quality David admires in business owners….
The ability to fight through the distractors and get to the issue, identifying the ‘real’ problem; and maintaining ‘decency’ that resonates regardless of the issue, the temptations and the materiality.
If David could write a note to his younger self….
Tighten your seat belt for this journey.
What captures David’s imagination?
I frequently reflect on the unsung incredible heroes that perform Voluntary Aid Work Overseas. They leave this beautiful country, the comfort of friends, family and home to often uncomfortable, and sometimes appalling, conditions for little or no financial reward or recognition – ALL FOR THEIR FELLOW HUMAN BEINGS.
“The most valuable thing about David is his approachability. He’s obviously got a great knowledge of the industry.”View Success Story