David Yardley is a financial adviser at PSK Private Wealth; with over ten years of experience in the role, he is highly skilled in providing strategic advice tailored to achieving client needs and objectives.
Before becoming an advisor, David's 20 years of corporate experience in marketing and general management roles at blue-chip firms including Unilever, Fosters, and Coca-Cola have contributed to his professional approach to understanding customers' requirements and giving personalised strategic financial guidance.
David works in close partnership with his clients to understand their circumstances. He explores challenges, risks and opportunities, offering innovative financial advice to help them create and protect the financial future and lifestyle they desire.
David holds a Bachelor of Economics from Monash University, an Executive MBA from the Australian Graduate School of Management, and is a Certified Financial Planner (CFP)®.
David finds exercise keeps him focussed and enjoys running, snow skiing and generally staying fit. Outside of work, he takes every opportunity to spend quality time with family and friends sharing meaningful conversation over some good food and wine.
Click here to view David's FSG
