David Sloan

Senior Technical Paraplanner


Wealth management


I am a Technical Paraplanner for Menzies Wealth Management and, as such, l undertake research and write financial planning reports for private clients.

I am part of a team who deliver financial advice covering a broad range of financial planning matters encompassing business succession, investment management, retirement planning, and estate planning.

I am pleased to have distilled several aspects of financial planning succinctly in advice reports for many clients during my tenure at Menzies Wealth Management, thereby helping them to make some important decisions.

Outside of work, l enjoy spending time with my family and cycling.