David Siostrom

David Siostrom is a seasoned financial planner with 25 years’ experience in the industry. He has worked with a stockbroking firm and the private banking division of a major bank before becoming a self employed planner in 1997. He has adopted a holistic approach, advising clients across a wide range of financial matters which has made him a reliable and very personable Certified Financial Planner.

David is committed to providing the very best advice and helping clients actually understand their issues, options and plan ahead. He gives specialised advice in the areas of aged care, retirement planning, self-managed superannuation strategies and life risk protection for business owners and individuals. David works with his clients rather than for them.

David is also a family man with a wife and two growing boys and enjoys being involved in club competition tennis and the company of family and friends.