David has over 18 years of experience in both the Financial Advising and Accounting Industry. He has previously worked in Business Advisory for a top tier accounting firm, and as Financial Adviser for a major bank in the Premium Banking realm.

David started his own business in 2017 due to the everchanging landscape in the financial advisory profession, so he could give his clients a more holistic approach. After multiple business acquisitions, David started working with Alexander Spencer’s clients.

In 2022, David was approached by Alexander Spencer to provide advice to their financial advisory clients. Since then, David has embedded himself within the business as the most trusted advisor. He holds a bachelor’s degree from Deakin University majoring in Accounting, Finance and Financial Planning, with specialisation in Self-Managed Super Funds, Aged Care, Direct Equities and Insurance.

Authorisations

• David Posterino ASIC Authorisation Number 1254299

• AS Wealth Advisors Pty Ltd ASIC Authorisation Number 1312345

• Tax Practitioners Board (TPB) - Tax (financial) adviser registration number 25578400

• Member of the Financial Advice Association Australia (FAAA)

Qualifications

• Bachelor of Commerce (Majoring Accounting, Finance and Financial Planning)

• Accredited Listed Product Adviser Program Accreditation

• Self-Managed Superannuation Funds Accreditation

• Aged Care Specialist Accreditation