David is the Director and Senior Financial Adviser at Hartley Financial. David is well known for his ability to maintain and establish strong ongoing relationships with his clients and is motivated to help each and every one of his clients Create, Maintain and Protect their wealth. In order to do this, David formed Hartley Financial in order to provide a holistic finance service to his clients.
During his career, David has chaired several industry bodies and events. David has been in the banking industry for 35 years plus which has helped him develop a strong skillset and fostered his ability to truly understand what his clients need.
David was the co-founder of Prestige Mortgages, a mortgage broking firm, and was previously the Managing Director of Mortgage Wisdom Pty Ltd, with a team of 40 brokers.
In 2015, David formed Tax & Wealth Pty Ltd which is the final piece in the puzzle to offer a fully integrated Financial Service business.
David holds an Advanced Diploma of Financial Planning, a Diploma of Financial Services/ Mortgage Broking and has successfully completed The Financial Adviser Standards and Ethics Authority (FASEA) exam. David is a member of the Association of Independently Owned Financial Professionals (AIOFP) and Mortgage and Financial Association of Australia (MFAA).
David wishes to make a difference to your financial future. David is contactable on 0412 956 272.
David is registered credit representative #495610 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Chris is one of Hartley Financials’ Senior Financial Planners. Chris has a long family history in Financial Planning, so it was a natural progression for Chris when he entered the Financial Services industry in 2008. Chris has extensive experience in the Financial Planning industry, with 11 years of his experience spent as a Financial Planner.
Chris has a strong passion for building and protecting his client’s wealth. Chris’ goal is to provide his clients with peace of mind, whilst helping them achieve their financial goals and establish financial security.
Chris has a strong focus on fostering relationships with new clients. Chris, along with all our advisers at Hartley Financial, takes a holistic approach to the advice he provides and enjoys assisting clients with all aspects of their financial wellbeing.
Chris holds an Advanced Diploma of Financial Planning (including SMSF, Estate Planning and Margin Lending) and has successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Chris is contactable on 0424 051 853.
Isabel has been an employee of Hartley Financial since 2016, during which time she has been involved in Financial Advice in varying capacities.
This insight into the business over many years has fostered her ongoing relationships with existing clients and the natural progression into her current role as a Financial Adviser. Isabel has a passion for helping and supporting clients as they navigate their finances.
Isabel holds a Bachelor of Commerce (Financial Planning- with distinction) and has successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Nikki is an Implementation Officer in our Financial Planning team. Nikki has over 8 years’ experience in implementation & customer service in both the financial planning and mortgage broking industries.
Throughout her career, Nikki has gained a comprehensive understanding of the financial planning process, enabling her to provide support to our financial planners and ensure the seamless implementation of advice. She is dedicated to delivering outstanding service and guiding clients through the process with ease.
Leveraging her extensive industry knowledge, Nikki is committed to helping clients achieve their financial goals with confidence and clarity, ensuring a smooth and effective implementation experience.
Nikki holds a Certificate IV of Financial Services & Mortgage Broking.
Mel is a Financial Planning Analyst in our Financial Planning team, with over 15 years of experience in the financial services industry.
Since 2008, Mel has worked on both the financial adviser and product provider sides, gaining extensive expertise that has fostered a true passion for portfolio analysis, advice strategy development, and the management of ongoing review processes.
With a deep interest in all aspects of financial advice, Mel enjoys supporting our advisers and clients, ensuring that the financial strategies implemented are effective and aligned with clients’ long-term goals. She is dedicated to maintaining the relevance and suitability of the advice provided throughout every stage of a client’s financial journey.
Mel holds a Bachelor of Business & Commerce (Applied Finance) and a Diploma of Financial Planning.
