David McCrorie, CFP®

David McCrorie is a Senior Financial Adviser at Yield and has been advising clients on their personal lifestyle and financial needs for over 20 years. 

He holds a Graduate Diploma in Applied Finance and Investments, Certified Financial Planner (CFP®) designation and is a member of the Financial Services Institute of Australasia (FINSIA) and the Financial Advice Association of Australia (FAAA). 

Prior to joining Yield, David has worked in both small and large financial advice, wealth management and accounting practices, gaining extensive practical experience and knowledge over those years. 

David has a strong understanding of the Australian superannuation and pension income system and values the importance of clients structuring their financial affairs in an efficient and effective manner. 

He enjoys working with clients to develop wealth accumulation and retirement income strategies, helping them meet their longer-term aspirational goals and objectives.  

David is well versed across investment markets and experienced in managing client portfolios under different ownership structures including personal investment, superannuation and retirement accounts, self-managed superannuation funds and family trusts. 

Outside of work, David is a keen follower of AFL football, enjoys spending time with family and friends, exploring Victoria’s food and wine regions and actively participates in competitive tennis and social golf on a regular basis.