David began his Financial Planning career with Evolution in August 1999 and became a licenced Financial Adviser in 2005. He has become a senior member of the financial planning advisory team and appreciates the opportunity to meet new people from all walks of life and assist them to achieve positive rewards. Outside of work David, enjoys spending time with his family, sport, especially soccer and the beach in summer. David has a calm, friendly and easy going approach, but works very hard to support all existing and prospective clients.
Courtney holds a Bachelor of Arts from the University of Victoria, Canada. After completing her degree, she worked in Investment Banking in London UK for 6 years. Since moving to Australia Courtney has completed her Advanced Diploma of Financial Planning and Services and has enjoyed working for Evolution since 2013. As a member of the financial planning advisory team Courtney enjoys offering sound financial advice to assist her clients to reach their financial dreams. Throughout her time with Evolution Courtney has impressed with her ability to compassionately assist with the financial implications of moving into an aged care facility. Also helping in the navigation of the rules and regulations associated with Centrelink. Outside of work Courtney delights in family life and watching her daughters grow and learn. Everyday Courtney works to assist clients to make the complex simple.
Matt has worked in the financial advice industry for over two years and became a Financial Adviser in November 2018. Matt has completed a Bachelor of Commerce majoring in Finance and a Diploma of Financial Planning. Matt is also currently studying a Bachelor of Business. He has a keen interest in the financial markets and their use in assisting clients to meet their financial goals.
Financial planning services provided as an Authorised Representative of Count. ’Count’ and ‘Count Wealth Accountants’ are trading names of Count Financial Limited ABN 19 001 974 625, AFSL No. 227232, Count is owned by CountPlus Limited ACN 126 990 832 (CountPlus) and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490. Count is a Professional Partner of the Financial Planning Association of Australia Limited.
General advice warning: The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product.
Evolution Advisers Pty Ltd trading as Evolution Wealth ABN 42 137 552 982