David Nelson, CFP®

Name David Nelson CFP®
Company The Money Matrix Advice Pty Ltd
Address suite 1003/147 Pirie St
Adelaide, SA 5000
Phone 08 82321029
Website themoneymatrix.net.au

My roots trace back to our family farm in Glencoe, South Australia, where I was raised, absorbing the genuine experiences the ebb and flow of agricultural life. Witnessing its trials and triumphs. It was here where I first felt the sting of hardship when my family lost the farm. This pivotal experience fuelled a deep-seated passion for supporting farmers, and small business owners, a drive that has remained a constant throughout my professional journey.

My career has unfolded as a dynamic voyage. I am anchored in the belief that true success lies not merely in facilitating generational transitions for farms or businesses but in leveraging my personal experience and insights to assist in formulating robust strategies for such transitions, retirement plans, and exit strategies.

As the Principal Adviser of The Money Matrix Advice Pty Ltd, I derive immense gratification from empowering others to understand their financial aspirations and dreams, whether they pertain to business, personal investment, or agriculture. I am resolute in my commitment to arm myself with the requisite knowledge and skills to deliver top-tier advice strategies.

In both my current role and during my time as the Eastern European Director of Oenology for Pernod Ricard and working overseas, my dedication to outstanding customer service has been consistently recognised. This diverse background equips me with a unique blend of experiences, enriching my ability to devise innovative wealth solutions. I take pride in my ability to craft innovative wealth solutions for those who place their trust in my team and me.

For a confidential discussion, you can reach me or my team at 08 82321029 or via email at [email protected]
"I am excited to be your trusted partner in your financial journey"

< Prev Page