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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 was very professional at all meetings and spent the time explaining the various scenarios being modelled until we fully understood and were able to make an informed decision on our future needs and wants.

- Brad, VIC April 2020

Approaching Empower Wealth’s services with an open mind and trust was key — I was always able to talk to my advisor about any questions or doubts that I had, knowing that we’d always go through the scenarios and options in front of me until we found the right fit. Thanks David!

- Neil, VIC April 2020

Thanks to the EW-team in Melbourne, I’m now able to shape my own future. Having a solid Property Portfolio Plan lets me provide for my family now and in retirement. What really stood out for me working with their Property Investment Advisor, Mortgage broker and Buyers Agent, was their teamwork. Having all these experts working hand in hand for me made investing in property a smooth and hassle-free experience. Plus, one can just feel in every conversation that the clients interest has their highest priority.

- Thomas, NSW February 2020

David was fantastic. I thought I knew about property and investing but he opened my eyes to many things I had not contemplated. Highly recommend him.

- Raaj, VIC February 2020

Great experience throughout the entire process! The property plan is going to be a critical to our future property journey. We are very much looking forward to implementing the Money SMARTS system and our property plan!

- Matt, Florida February 2020

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