David is the Sales & Development Manager at Smarter SMSF.  Whether you’re interested in our products, or as client you have a question or ticket to resolve, you will hear from David as he endeavours to get your enquiry sorted out for you. David moved to Smarter SMSF in July 2021 and brings extensive financial services experience to the role.

 

1. What’s your role at Smarter SMSF?

Sales & Development Manager

2. What’s the things you enjoy most about your role?

Providing guidance and recommendations to clients and taking them on a journey that improves their delivery of outcomes to their clients.

3. Describe yourself in less than 5 words?

Personable, dependable, adaptable, sincere and driven

4. What do you do when you are not at Smarter SMSF?

Exploring the nearby many regions of the Goulburn Valley, Taungurung country.

5. What’s the one thing that you can’t live without?

The clear view of the band of the Milky Way Galaxy.