Director and Financial Adviser
David is committed to helping his clients achieve and preserve financial independence so they have the freedom to spend time on the things that are important to them.
David is motivated by seeing his clients commit to their goals and then, be brave enough to follow strategies to achieve these. He helps them enjoy life today because they know they are making smart, sensible decisions about their financial future. Read More…
David has been a financial planner for over 20 years. He has a Bachelor of Economics (Sydney University) and is a Certified Financial Planner (CFP).
Outside of work, David leads a very active lifestyle and has a lifelong passion for the ocean. Over many years, David has been involved in surf lifesaving, surfing and more recently, stand-up paddle boarding. This passion has extended to his family, with all enjoying everything the ocean has to provide, especially on the Northern Beaches of Sydney.
Britt is passionate about helping her clients make well thought out decisions about their money.
Through good conversation, listening and asking the right questions, Britt uncovers what is important to her clients. The next step is putting together a plan that ultimately helps in achieving financial independence so the clients can do the things they want to do in life. Read More…
Britt has worked in financial services for 10 years (as an accountant and financial planner). She has completed her Bachelor of Financial Advising, majoring in both financial planning and accounting. She is a Certified Financial Planner (CFP), achieving the top exam mark in Australia for the CFP3 module.
Outside of work, Britt is married to Aaron and is kept very busy by her two young sons Leo and Jacob. Britt loves exercise, all ball sports and is a passionate supporter of the Sydney Swans.
Client Service Manager
Emma is a great manager and knows how to get things done. Having spent most of her professional life running busy offices and at the same time, a busy household, Emma thrives under pressure and likes a good challenge.
Prior to joining the Wealthpool team, she was the Office and Finance Manager for an interior design company for 10 years. For the last 8 years she has been performing the same role for a large dance company. Read More…
Outside of work, Emma is married to Peter. They have 3 teenage girls who are very busy playing lots of sport. Emma loves all sport and plays netball herself.