David brings over eight years of experience in the wealth management sector to Vintage Wealth Management, having held various roles in compliance, operations, and adviser support at several esteemed firms. His tenure as a Director at a small wealth management firm has equipped him with a comprehensive skill set that he brings to his role in paraplanning.

Currently, David is pursuing his Diploma of Professional Financial Services, achieving an impressive average grade of 90% thus far. He is committed to furthering his professional development and plans to advance beyond the Diploma by undertaking Chartered examinations.