Meet David Ivanfy

With over 23 years' experience in the financial services industry, and with many more to come, my ongoing advice and service will provide you with peace of mind and allow you to enjoy the best time of your life.

My approach is direct, clear and concise, so it's easy for you to understand what your options are. I'm extremely adept at simplifying many of the complexities involved in financial planning which enables my clients to easily and quickly find the clarity they need to achieve their financial goals.

I am passionate about building long term relationships with my clients. This assists me to help guide them through the many changing financial and personal circumstances they will face throughout their life.

I understand that people do not plan to fail in their attempt at achieving their financial aspirations; quite simply they just fail to plan.

On a personal note, I am a long-term resident of the Sunshine Coast. My wife Rebecca and I moved to the Sunshine Coast in 1997 and we have two young boys. Both keep us very busy and active with school, soccer, swimming, birthday parties and sleepovers at friends. I enjoy all sports and I'm focused on maintaining a fit and healthy lifestyle, not just for my own personal benefit, but to also set an example for my children.

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Client Testimonials

  • R & F Doherty
    "My wife and I count ourselves as most fortunate to have met David Ivanfy. Prior to that, we had experienced dissatisfaction at the lack-lustre a…  Read more

  • D Bennett
    "Since my first appointment with David, I have been extremely happy with all the advice and help he has given me in organising my retirement fund…  Read more

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latest news from bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

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