|David Willis AFP®
|ASCENTIA FINANCIAL GROUP
|1/29 Elkhorn Avenue
Surfers Paradise, QLD 4217
|1300 60 69 70
David is not only Head of Advice but also the Senior Financial Planner at the esteemed Ascentia Financial Group. With nearly two decades of experience, David has been instrumental in assisting individuals, corporations, and institutions in reaching their financial goals. He holds an impressive academic background, including a Masters of Financial Planning and the Advanced Diploma of Financial Planning. Moreover, as a registered financial (tax) adviser and a professional member of the Financial Advice Association of Australia (FAAA), David is committed to upholding a code of ethics and professional conduct, ensuring that you receive the highest level of integrity and service.
A notable aspect of David's career is his dedication to improving the public's perception of the financial planning industry and the quality of advice provided. This passion, combined with his extensive knowledge in strategy and compliance, has led him to serve on the risk and governance boards of various prominent institutions.
When it comes to working with clients, David takes a meticulous and personalised approach, tailoring strategies to meet individual needs. His genuine enthusiasm for sharing his knowledge and helping others achieve their financial objectives has fueled his continued dedication to the financial planning industry.
Outside of work, David cherishes spending quality time with his loving family, consisting of his supportive spouse and three wonderful young children. They enjoy exploring the abundant offerings of the Gold Coast together.