Corporate Authorised Representative David became part of the MIQ team in 2021, bringing in over 22 years of industry experience, including a background as a paraplanner, SMSF administrator, and Advice Consultant.
His hands-on approach includes providing strategic financial planning, financial advice and investment management for a small group of clients, financial planning modelling and projections, regularly reviewing client portfolios, responding to specific advice requests from clients, and implementing recent recommendations.
David has extensive experience in financial planning for the terminally ill and strongly believes everyone deserves to be given dignity. He is dedicated to helping people achieve control over their finances.
His notable accolades include being named AdvantEdge Chairman’s Summit Qualifier – Westpac Financial Planning 2015, and being awarded a Scholarship – Specialist SMSF Advisor – SPAA and BT Advice & Private Wealth.
Jacometti has also achieved several qualifications, including: University of Melbourne & Bank of New York Mellon. Corporate Financial Analysis and Decision-Making Specialisation, Financial Analysis 2015 Essentials of Corporate Financial Analysis and Decision-Making; Diploma of Financial Services; Advanced Diploma of Financial Services; SSA – Self-Managed Super Fund Specialist Advisor; Practitioner member – AFA; and Adviser Ratings Gold Adviser.
He prioritises family time at home, enjoys spending time with his wife and daughter, and also studies Protestant and Christian Theology.
