David Pfeiffer

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I have over 20 years of finance industry experience. From helping complex corporate clients gain approval for $20 million, to assisting first home buyers get started on their wealth journey.

I have practiced Financial Planning and Tax Accounting, both in the SME business space. 

I also have educated thousands of clients (and advisors) on debt reduction strategies to save them time, money and build their wealth.

- High net worth clients with complex lending needs, including SMSF loans.

- All types of business and commercial lending, including trade and asset finance.

- New and refinance of residential home and investment loans.

- Bachelor of Business in Banking & Finance (1999)

- Member of the Australian Institute of Banking and Finance (1999)

- Member of the Mortgage and Finance Association of Australia (2005)

- Graduate Diploma of Financial Planning (2007)
- Masters of Applied Finance in Strategic Management (2013)
- Diploma of Finance and Mortgage Broking Management (2013)
- Certificate in Tax Planning (2018)