David McCormick

Adviser


David has worked in financial services for over 8 years, having experience in a variety of roles, initially starting his career in accounting before transitioning to wealth management.

David holds a Bachelor of Business, majoring in Accounting and Financial Management and has also completed an Advanced Diploma in Financial Planning.

He is undertaking study to become a Certified Financial Planner.

He is a member of the Financial Planners Association of Australia and a registered tax financial planner.

David's areas of specialisation include insurance, superannuation, estate planning, portfolio construction and ongoing investment and wealth management.

David is focused on building strong client relationships by providing exceptional service and quality advice. He values assisting clients to achieve their financial and lifestyle objectives.

If you would like to contact David, please email him at david@donegal.com.au or call on 07 3212 6111.