David is a CFP and an experienced adviser of over 3 decades, in which time he became a founding director of Shadforth Financial Group, with over 100 advisers which were taken over in 2014 for $670m - at the time $13b FUM, $165m revenue. Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy with a passion for helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.
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FREE WEBINAR
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Maximising the Value of Your Practice
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Hear from experts - learn trends - what's driving advice practice valuations - and what you can do to maximise your outcome.
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Wednesday, November 25
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12:00pm AEDT / 11:30am ACDT / 11:00am AEST / 9:00am AWST
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Meet the Experts
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David Haintz
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Principal - Global Alpha Adviser
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Tim Lane
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Partner - Centurion Market Makers
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Tim is a leading chartered accountant who specializes in business advisory work and has extensive experience in the financial planning industry over three decades in all of Australia’s capital cities. He has worked extensively with financial planning practices and has a deep understanding of the evolution of the industry. To date, he has focused on numerous projects related to valuation and succession for financial services businesses.