David Allen

Director and Senior Financial Adviser

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David is a Senior Financial Adviser. He provides personal financial advice specialising in self-managed super funds (SMSF), estate planning, aged care and business succession planning.

David is SMSF Specialista Certified Financial Planner™and an accredited SMSF Adviser of the Self Managed Super Fund Association of Australia. He is also a Graduate of the Australian Institute of Company Directors. David is an Authorised Representative of Charter Financial Planning and has been an adviser for 17 years. He is married with two children.