Co-Founder & CEO
David Carney (DC) brings 20 years of experience working in the financial services industry. He is a Certified Financial Planner and was the Managing Director of Aspect Partners—a financial planning firm he previously owned and successfully sold in 2008. He is a Gazelles Certified business coach and has worked with several planning firms to help them with strategic thinking and execution planning.
Frustrated with the bottlenecks in the planning industry caused by the level of admin, paperwork and compliance, he decided to find a solution for planning firms and hence, he has built an organisation that will do exactly that.