David Kent
Financial AdvisorDavid specialises in pre-retirement and retirement strategies. His passion is helping his clients build a plan that will help them grow their retirement savings and transition with confidence into retirement.
David has been with CCW since 2013, originally working in administration whilst completing his financial planning studies. David relished the opportunity to advance his career and has since specialised in retirement planning. David has a relaxed, personal approach and makes the client engagement process an enjoyable experience. Behind the scenes, David works tirelessly to ensure his client’s optimise all available strategies and opportunities and keep on track with their goals.
David has attained an advanced diploma in financial planning and is currently working towards attaining his graduate diploma in financial planning. David is committed to continually expanding on his knowledge and experience through attending professional development days and up to date technical training.
When not in the office, David loves getting out into nature with his wife Fiona and 3 young kids. Camping, surfing, gardening and playing any sport that involves a ball helps David re-energise, connect with his family and keep fit and active.