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Rothgard Financial Partners

David Jackson

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David Jackson

David Jackson

Senior Financial AdviserAuthorised Representative - Fitzpatricks Private Wealth Pty Ltd
QualificationsCFP® - Certified Financial Planner SSA – SMSF Specialist Adviser Diploma of Financial PlanningCDec - Commissioner for Declarations
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About David...

David has been in the Financial Services industry for 35 years, with 15 years’ experience as an Adviser. He specialises in wealth accumulation, cashflow planning, direct shares and self-managed superannuation funds. David is a ‘goals based’ financial planner and aims to help people see where they are now and how their lifestyle and financial goals and dreams can be achieved through appropriate planning. David was the recipient of the Charter Financial Planning Queensland ‘Value of Advice’ Award for 2011 and a finalist in 2016. He was also named as one of Australia’s Most Trusted Advisers in 2017.

QualificationsMember, Financial Advice Association Australia
Awards & Recognition2017-2018 Beddoes Institute - Most Trusted Advisor list2011 State Value of Advice Winner (Qld) 2016 State Value of Advice Finalist (Qld)