David Benney

David Benney, CFP®, serves as Co-Founder, Director, and Certified Financial Planner at Bastion Financial Group, a distinguished boutique advisory firm based in Perth. In his current role, David leverages over three decades of experience to deliver tailored strategic financial advice and comprehensive investment management services to high net worth families and SME business owners. His expertise encompasses the development of bespoke financial plans designed to secure long-term wealth accumulation, optimize investment portfolios, and support sustainable business growth.

At Bastion Financial Group, David has been instrumental in implementing innovative investment strategies that aim to maximize returns while effectively managing risk. His approach integrates a deep understanding of equities, portfolio management, and wealth management services, ensuring clients’ financial goals are aligned with their broader life and business objectives. As a thought leader in the industry, he continuously reviews and refines business plans to target elite performance, fostering a culture of strategic growth and resilience within his client base.

David’s skill set extends beyond traditional financial planning; he is adept at strategy formulation, business planning, and employee engagement, which collectively enhance client outcomes and operational excellence. His commitment to delivering personalized, strategic advice positions him as a trusted partner for high net worth professionals and business owners seeking to navigate complex financial landscapes. Through his leadership at Bastion Financial Group, David Benney exemplifies a holistic approach to wealth management, combining technical expertise with a strategic mindset to help clients achieve financial security and sustained growth.