Director, Virtual Business Partners
David brings 20 years of experience working in the financial services industry. He is a Certified Financial Planner, and was the Managing Director of Aspect Partners- a financial planning firm he owned and successfully sold in 2008. He is a certified Gazelles Certified business coach and has worked with many planning firms to help them with their strategic thinking and execution planning. Frustrated with the bottlenecks in the planning industry caused by the level of admin, paperwork and compliance he decided to find a solution for planning firms and has built an organisation that will do exactly that.