Dave Haydon
Senior Financial Adviser | Managing Partner
Recognised as the leading Financial Advisor in Cairns, Dave is delighted to work as a trusted Financial Advisor for our clients.
Dave is ranked as one of the Top 100 Financial Advisers in Australia in The Australian Newspaper and Barron's Investor Magazine in 2022 & 2023 and in the Top 150 in 2024 & 2025.
With 19 years financial services experience, Dave specialises in:
- Investment Advice
- Private Wealth Management
- Funds Management
- Self Managed Super Funds
- Retirement Planning
- Superannuation Advice
Dave holds a Masters Degree in Financial Planning from Deakin University graduating top of his class and being awarded the Academic Excellence Prize as the Top Graduating Student in the Master of Financial Planning from Deakin University. Dave is a Certified Financial Planner (CFP).
Throughout his extensive career with leading institutions, Commonwealth Bank, ANZ and MLC, Dave has gained broad experience developing sophisticated investment portfolios and retirement plans that in turn have delivered long term satisfaction which our clients continue to experience and benefit from.
Dave works with successful Business owners, Professionals and Retirees to become independently wealthy.
Someone is sitting in the shade today because someone planted a tree a long time ago. When a client chooses to select me as their adviser, I think about that in designing their investment portfolio and retirement plan. This principle ensures they and their family experience happiness in retirement and many happy returns.
