At Nautica Wealth Management, we believe financial success is a journey — not a destination. With decades of combined experience, our advisers provide calm, strategic direction through every stage of life. Whether you’re growing your wealth or planning for retirement, our tailored advice keeps you confidently on course.
Why Nautica?
We help our clients identify their business and financial needs
Meet the Team
Passionate about helping people achieve financial independence, Robert applies his deep knowledge across multiple asset classes to design strategies that are practical, diversified, and tailored to each client’s goals. His approach blends disciplined investing with real-world business and property experience, giving clients confidence in building and protecting their wealth.
Qualifications
Bachelor of Commerce (Economics & Finance)
Graduate Diploma in Applied Finance & Investments
Graduate Diploma in Financial Planning
Diploma in Finance and Mortgage Broking
David brings over 30 years of financial expertise across accounting, lending, and wealth management. He qualified as an Accountant in 1994, became a Mortgage Broker in 2003, and obtained his Financial Planner licence in 2007.
With this breadth of experience, David offers a holistic approach to wealth creation and retirement planning, helping clients align financial strategies with their personal goals. He places strong emphasis on ensuring that advice matches each client’s level of financial literacy, so recommendations are always clear, practical, and tailored to their circumstances.
Qualifications
Bachelor of Business (Accounting)
Adv Diploma of Financial Planning
Diploma of SMSFs
Esther has worked in financial services since 2018, building experience across administration, paraplanning, and business operations before moving into her current role as Practice Manager. This broad background enables her to support every stage of the advice process and ensure clients and advisers receive consistent, high-quality service.
With a focus on efficiency and client experience, Esther is passionate about implementing smooth systems and clear communication, helping clients feel supported and confident in their financial journey. She is committed to fostering trusted, long-term relationships built on reliability and attention to detail.

