David Peck

David is a skilled strategic thinker who cares deeply about his client’s and their financial security by partnering with them to create lasting value through appropriate strategies and sound investment management. He believes that quality planning is based upon understanding the unique needs of his clients, creating trust, and maintaining transparent relationships; only then can lasting, worthwhile outcomes can be achieved.

He holds a Bachelor of Business (Mgt) from the Queensland University of Technology, is a member of the Financial Planning Association and holds the highly regarded CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a registered Tax (Financial) Adviser with the Tax Practitioners Board.

David is married and enjoys travelling. He and his wife Barb have 3 incredible adult children and 7 amazing grandchildren who he loves spending time with.

David is available for appointments at our Brisbane CBD office and is available for online and phone appointments.