About David

Sometimes you just know when you’ve arrived at the right destination. That was certainly Dave Gillan’s experience when he joined T.E. Wealth early in 2008. Several years earlier, Dave left a thriving financial planning practice to focus exclusively on investment management. He found that he missed being able to look after all of his clients’ wealth management needs and so when the opportunity came up, Dave made his move. T.E. Wealth’s fee-only difference aligns perfectly with the all-inclusive approach to wealth management that Dave champions.

A financial services professional since 1990, Dave has one objective when working with clients – that they have a clear plan to achieve their goals. Firmly believing that wealth management is much more than delivering a rate of return, Dave takes full responsibility for helping clients achieve the results they are looking for and likes nothing better than exceeding expectations. Providing exemplary customer service is his passion and he sets asides his evenings and weekends for clients because as he says, “people don’t have questions just from nine to five.” Not surprisingly, Dave has built a loyal clientele – the vast majority has also joined him at T.E. Wealth.