David founded Hartley Financial with a simple purpose: to help every client create, maintain and protect their wealth.
What began in 2008 as a financial advice and mortgage broking business evolved into a holistic financial services offering, incorporating tax and accounting in 2015. Over the years, Hartley Financial has been privileged to make a positive and lasting impact on the financial futures of our clients.
This natural evolution also led to Hartley Financial utilising its self-licensing structure to become the licensee of AMA Financial Planning.
After an extensive and rewarding career in financial advice and mortgage broking, David has made the decision to pass the baton to Paul and the team at AGS Financial Group in September 2026. David has thoroughly enjoyed the opportunity to work alongside so many clients over the years, helping them navigate important financial decisions and achieve their goals. He is incredibly proud of what Hartley Financial has built and, most importantly, the relationships and trust developed with clients along the way.
While the name and structure may be changing, the people you know and trust remain the same. The advisers, brokers and accountants you have always dealt with will continue to look after you as part of the AGS Financial Group team.
We are incredibly grateful for the trust our clients have placed in us over the years.
Please note, despite the sale of Hartley Financial & Tax and Wealth, Hartley Financial Pty Ltd. AFSL & ACL: 480751. ABN: 22 124 384 274 will continue to provide licensee services to AMA Services (WA) Pty Ltd ABN 47 008 671 458 t/as AMA Financial Planning, both of which are unrelated to AGS Financial Group.
