Specialisation
Flow
Management
In their own words
With over a decade of experience in the financial planning industry, David is dedicated to helping clients make confident, informed decisions at every stage of life.
Whether it’s purchasing a first home, building wealth while raising a family, planning for retirement, or creating a lasting legacy for future generations, David likes to take a holistic approach that aligns financial strategies with each client’s values and goals.
He is passionate about empowering people to live life by choice — not by chance — by providing tailored advice, clarity, and genuine partnership. Every client’s journey is unique, and David is committed to guiding them with insight, structure, and confidence toward the future they envision.
Qualifications and Memberships
- BComm(Accounting and Finance)
- GradDip- Financial Planning
- Advance Diploma in Financial Planning
- Member of Financial Advice Association Australia
Service areas
Perth and RockinghamSpecialisation
Flow
Management
Talk to David about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Perth and Rockingham
Team
Katherine Cairns
Senior Financial Advisor
Chris Perman
Financial Advisor
David Truong
Financial Advisor
Jeremy Hood
Financial Advisor
