David Saynor

General Manager
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David advises on a broad range of financial planning related services including wealth creation and accumulation both inside and outside of Superannuation, Pre Retirement and Retirement planning and Risk Management and Insurance assessment. David also advises on Self Managed Superannuation Funds and is a SMSF Association ‘Specialist Advisor’ (SSA).

David began with Atkinson Financial Planning in January 2004 as part of the RMIT co-operative education program. After his first 12 months with Atkinson’s he returned to RMIT to complete his Bachelor Business – Financial Planning. After enjoying a year long ‘gap year’ period in 2005/06 backpacking around the world, David returned to Atkinson’s as a Paraplanner. David became an Authorised Representative of Paragem and Office Manager in June 2014. Taking on a more hands on and key role of the practice in recent years, David is now General Manager and equity holder in the business since January 2017.

David advises on a broad range of financial planning related services including wealth creation and accumulation both inside and outside of Superannuation, Pre Retirement and Retirement planning and Risk Management and Insurance assessment. David also advises on Self Managed Superannuation Funds and is a SMSF Association ‘Specialist Advisor’ (SSA).

David is married to Kait and they have two sons, Harry (2018) and Lewis (2021) who they adore and keep them incredibly busy, equally throughout the week and weekends! David is a keen sports enthusiast, still playing social basketball with friends and an RACV Golf Club member currently playing off 18. David loves his MCC membership and following the Hawks through the winter months.