David Trikamji

Director & Principal Advisor

DFP, ADFP, SMSF

David is a distinguished financial adviser based in Brisbane, renowned for his expertise in providing tailored, strategic advice to high net worth clients. With a  commitment to delivering positive outcomes, David has consistently helped his clients navigate the complexities of financial planning and wealth management with precision and foresight. David's approach focuses on understanding the unique goals and aspirations of each client, crafting bespoke strategies that align with their financial objectives. His reputation as a trusted adviser stems from a deep knowledge of the financial landscape and an ability to transform challenges into opportunities for growth.

David’s excellence in financial advice has been recognized through his 20 year tenure as an award-winning Partner with the Westpac Group. This achievement underscores his commitment to professional integrity, innovation, and client satisfaction. His time with Westpac is marked by a series of accomplishments that reflect his dedication to excellence in the financial services sector.  Over the years, David has delivered measurable improvements in his clients' financial portfolios, ensuring long-term stability and prosperity. His ability to foster trust and build lasting relationships has made him a sought-after adviser among Brisbane's high net worth community.  David continues to be a pivotal figure in the field of financial advice, guiding his clients toward success with confidence and clarity.

Personally, David enjoys spending time with his two children, Angus and Max and his wife, Zoe.  He has a passion for Rugby union, golf and fishing