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David Robertson

Qualified Property Investment Advisor

David is a Qualified Property Investment Advisor at Empower Wealth and holds Diplomas in Management & Risk Management and a Certificate IV in Accounting.

Before joining the team David had a 14-year career serving in the Army where he spent his spare time learning how to invest his surplus cash. After building a successful investment portfolio he now wants to help others achieve the same result.

David’s passion for wealth creation led him to consume everything he could find on the subject and he soon learnt there are some fundamental principles that you can apply no matter the asset class or market condition. These principles have served him well over the years, especially finding opportunities during the 2008 financial crisis and other periods of uncertainty.
It didn’t take long before David was educating friends and family on how they could also achieve the same results, so when the opportunity came up to turn his passion to help others into a new career at Empower Wealth, David didn’t hesitate.

David gains immense satisfaction from taking the complexities of wealth creation and translating that into language that everyone can understand. He believes that with the right education and planning everyone can reach their financial goals.

When David is not working, he enjoys spending time with family and friends or maintaining his fitness through gym or hiking. David also enjoys continually learning through reading, podcasts and courses, some of his favourite investors are Warren Buffett, Charlie Munger, Ray Dalio and Nassim Nicholas Taleb.

David has been fantastic to work with and obviously has a real enthusiasm for the job. I especially enjoyed that he had knowledge not only specific to investing in property but also around shares and was able to incorporate that into our plan. Thank you David.

- Adrian, VIC October 2019

Thomas, Dave — and the whole Empower Wealth team are indeed a rare breed in knowledge service. From the moment you walk in, to the follow ups through to finalisation, there is no doubt they have your your best 'interest' (pardon the pun) at heart! Could not recommend them enough.

- Charles, VIC October 2019

David was great in helping us set up our Property Portfolio Plan and really helped get us on the right track for a realistic goal in terms of our next property purchase and future property investments.

- Ben, WA September 2019

We feel like we had so much time with David as he ensured we were comfortable with the different scenarios and fully understood each of them. He encouraged us to view at our finances differently. He explained the plan carefully and in a way that was interesting and easy to comprehend. Thanks David.

- May, VIC September 2019

In a few words we are immensely grateful to and blown away by Empower Wealth. The best investment we have made thus far. Being on one modest income (less than $100k) in Tasmania I thought investing, especially retiring on $2k a week, would be out of reach for us. David has put together a plan which will see us achieve this goal (as long as we stick to it of course!). It has honestly changed our lives & not only that — the knowledge we have gained will be passed onto our kids & change generations to come. We couldn’t be more grateful!

- Renae, TAS September 2019

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