A Fellow Chartered Financial Practitioner and practicing member of the Association of Financial Advisers, David combines technical expertise, excellent communication skills and business acumen.
Prior to joining our Blue Harbour team in 2021, David was employed by Commonwealth Bank Australia for more than 20 years, the last 17 as a financial planner.
He brings experience and expertise across a wide range of financial advice areas, including wealth accumulation and personal protection, pre and post retirement planning and financial planning for aged care.
David’s career is characterised by his genuine interest in building strong relationships with clients. He keeps things simple and provides clear explanations of what can sometimes be complex financial matters.
He is known for being dedicated, ethical and committed to observing financial services compliance standards, and strictly adhering to the ‘Best Interest Duty’ legislation.
David has worked extensively with clients in the pre-retirement phase, reviewing opportunities to build wealth through super by way of investment structure, as well as maximising contributions and adjusting to the ever-changing rules within each year’s federal budget.
David is passionate about educating clients and peers on financial matters. He also takes a keen interest in mentoring new advisers.
David provides his clients with personalised financial advice that helps them protect what’s important and achieve their savings and retirement goals.
David Cooper is an Authorised Representative of Fortnum Advice Pty Ltd ABN 52 634 060 709 AFSL 519190
David has lived and worked in the Bayside area for many years with his wife and two sons. He enjoys being involved in the community, particularly through his sons’ various sporting activities.