As a Director of SWA Financial Planning, Dave allocates his time between overseeing advice delivery to clients and ongoing management of the business. As a self-confessed “nerd/tech-head”, Dave takes a vigorous interest in the development and maintenance of the firm’s data systems and technological direction.

 

As a result, he is constantly considering new ways of doing things, facilitating upgrades and enhancements to ensure we operate to the best of our ability in the services we offer and are best positioned to cater for the particular needs of our clients.

 

Personally, Dave is an avid surfer and gets in as much board time as he can get. This same passion, dedication and enthusiasm for surfing flows over into his work and dealings with clients and colleagues alike.

 

Outside of his regular SWA work, Dave provides advice as a volunteer board/committee member to a number of not for profit organisations, most notably the disability support group Interchange Illawarra and various Charitable Foundations.