Our People

David Robertson

Head of Strategic Partnerships

David has had a long career in the financial services sector; most recently working in the media, with a focus on funds management, insurance, fintech, superannuation, and most recently, the SMSF world. Before this David spent a decade building a successful financial planning practice.

David has also held various management roles in the financial services industry, including marketing and business development, giving him a comprehensive understanding of the industry from several perspectives.

Contact us