David Kretschmer
Managing Director · Certified Financial Planner®
David founded Unity Partners in May 2007, bringing an extensive career in financial services and wealth management. He has advised hundreds of clients across Australia, devoting his career to helping them achieve their financial goals and aspirations.
His strengths lie in developing strategies to help clients with superannuation and retirement planning, entity structuring, asset protection, investment gearing and wealth creation, Private Ancillary Funds (private charitable foundations for structured, tax-effective giving) and intergenerational wealth transfer. David also collaborates with clients’ other professional advisers, including accountants and lawyers. David is a Certified Financial Planner through the Financial Advice Association Australia — a certification that assures clients he has met rigorous professional standards and adheres to the principles of integrity, objectivity, competence, fairness, diligence, professionalism, confidentiality and compliance.
- Certified Financial Planner® (Financial Advice Association Australia)
- Diploma of Financial Planning & Bachelor of Business (Agribusiness)
- Post-graduate study in Portfolio Theory
- Member, Queensland Association of Collaborative Practitioners
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