David S.

David S. has a diverse work experience spanning over two decades. David began their career as a Bakery Manager at Bakers Delight, where they worked for six years, starting as an Apprentice Baker and eventually becoming a Bakery Manager for two regional bakeries. During their time at Bakers Delight, they gained experience in payroll, HR, product knowledge, franchise policies, and business management.

David then transitioned to the Australian Government Department of Human Services, where they held the position of Team Leader for five years. In this role, they oversaw up to 18 staff members and facilitated the implementation of changes to various payments and programs across different Customer Service Centers. David also performed higher duties at both the APS 6 and EL1 levels.

After their tenure in the public sector, David joined AMP as a Graduate Student at the Horizons Academy. David later worked part-time at Bakers Delight while pursuing their studies. In 2012, they joined Pacific Advisory as an Associate Advisor for nine months before moving on to StatePlus.

At StatePlus, David held various roles, starting as a Financial Planner in 2012. David then progressed to the position of Senior Financial Planner from 2017 to 2018. Following this, they served as an Assistant Regional Manager and later became the Regional Manager of the Parramatta Service Centre from 2018 to 2019.

In 2019, David joined First State Super as a Senior Financial Planner and worked there until mid-2020. Finally, they joined Aware Super in July 2020 as a Senior Financial Planner, where they are currently employed.

David S. began their education in 2003 at TAFE NSW, where they obtained a Certificate 3 in Small Business Franchising. In 2011, they attended Mentor Education and earned a Diploma in Financial Planning and Services (RG146). Continuing their education in finance, David completed an Advanced Diploma in Financial Planning and Services at Pinnacle Financial Services Academy in 2012. In 2017, they obtained a Graduate Certificate of Finance from Charles Sturt University. In 2018, they pursued further studies at the same university and obtained a Graduate Diploma of Finance. From 2018 to 2021, David S. attended Charles Sturt University once again and pursued a Masters of Applied Finance (Financial Planning) degree. Additionally, in 2019, they took the Financial Advisor exam offered by FASEA.