David Posterino

Biography

David is a wealth strategist who helps business owners protect and grow the wealth they create. With over a decade in financial planning and advisory, he works with clients at critical milestones such as business exit or succession, developing tax-effective strategies for retirement, investment, and intergenerational transfer. David’s expertise ensures wealth is not only preserved but enhanced - addressing the fact that most families lose significant wealth by the second generation. His guidance gives business owners the confidence that their success will deliver lasting financial security and legacy for their families.

David has over 17 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. He holds a Bachelor Degree from Deakin University majoring in Accounting, Finance and Financial Planning, with specialisation in Self Managed Super Funds, Direct Equities and Insurance.

Authorisations

• David Posterino ASIC Authorisation Number 1254299

• AS Wealth Advisors Pty Ltd ASIC Authorisation Number 1254298

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

• Member of the Financial Planning Association of Australia (FPA)

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