Adv Dip FS(FP), SSA. SMSF Specialist AdvisorTM GAICD
David arrived in Darwin in 1969 and graduated as a Financial Planner in 2002. His previous work experience included salaries and payroll, mortgage lending, and real estate sales.
With 17 years financial planning experience, he specialises in providing advice to Business Owners, SMSF Trustees, Pre‐retirees and Retirees. He is a committee member of the NT Chapter of the Financial Planning Association of Australia, and a past Chair of the NT Chapter of the Self‐Managed Super Funds Association of Australia. He is also a graduate member of Australian Institute of Company Directors and is registered with the Tax Practitioners Board as a Tax (Financial) Adviser. He is an SMSF Specialist Advisor, and holds an Advanced Diploma in Financial Services (Financial Planning).
Client Services Manager
Max joined Frost Financial Planning in March 2020.
A proud Territorian, having completed all of his schooling in Darwin, Max attended RMIT in Melbourne and completed a Bachelor of Business with a major in Financial Planning.
He has worked in Financial Planning businesses in Darwin and Brisbane, and is one of the new generation of qualified, financial planning professionals.
He currently manages the Client Services program in preparation for completing his Professional Year.