David Selby

David is a dedicated financial adviser specialising in superannuation, defined benefits, Centrelink, retirement planning, and investment strategies. He is committed to helping clients navigate their financial journeys with tailored advice and a focus on long-term financial well-being. Throughout his career as a Financial Adviser David has built a deep understanding of the complexities (both personal and financial) facing those planning for major life events. These are times where clients will remember the education, support and advice provided for the rest of their lives. David is passionate about people receiving advice at the right time as it is proven to provide better outcomes.

David commenced providing financial advice in 2012. He completed a Master of Applied Finance (Financial Planning) from Charles Sturt University in 2022. David also holds the worldwide designation of CERTIFIED FINANCIAL PLANNER®. This is the highest standard of an advice provider confirmed through Financial Advice Association Australia (FAAA).

Prior to his career as a Financial Adviser David spent 5 years working within the public service at Centrelink. There is where he started his career assisting others navigate the complexities government pension and broader financial decisions.

Outside of his professional life, David has a family with a young toddler. When the opportunity arises he also enjoys spending time out in the mountains on his mountain bike or heading the down the coast to go surfing.

“I genuinely believe that as advisers, we are privileged to help clients make some of life’s important decisions. I get so much satisfaction out of knowing that my clients discuss the meetings I’ve had with them around the dinner table at night. There aren’t many other professionals that can have that sort of impact over years of a professional relationship.”