David is the Practice Principal of On Par Financial Planning. David started On Par to provide as many Australians as possible with quality, professional and personal financial advice. David is driven to ensure that all of his clients understand the “jargon” of the industry and leave our office feeling like they have someone in their corner with them.
David works with his clients to ensure that they achieve their unique financial goals. David enjoys this aspect of the advice business as each client is different it allows us to really get to know you!
David has been working in banking and finance since 1999. He has held various roles within the banking and finance industry from teller to branch manager and then onto financial adviser. David worked full time in the industry whilst completing his financial planning study. David is an active member of the Association of Financial Advisers.
As our Office Manager Wanita is a key point of contact within the business and is our ‘go-to’ person. In most cases she is our clients first point of contact for general enquiries and help. She plays a key role at On Par, keeping operations organised so our Financial Planners can focus on providing the best service and outcome for each client. She has a passion for building exceptional relationships and promotes a culture of high ‘customer focus’ within the team.
Wanita is also responsible for all Human Resources, MYOB, wages, tax, financial reporting and compliance for our office. With her exceptional attention to detail she is pivotal in ensuring the day-to-day operations run effectively and meet business and client expectations.
Wanita has over 13 years experience in the banking and financial services industry with 6 of those years spent working in various roles within the Commonwealth Bank. Since leaving the bank, Wanita has worked as David’s Office Manager for the past 13 years and is much loved by David’s clients.