David James B. Int. Fin., Adv. Dip. FS. (FP)
Managing Director & Financial Adviser

David is a Director and Principal Adviser at MK Financial Planning Services, bringing nearly two decades of experience to his clients since starting in the industry in 2007. He holds a Bachelor of International Finance and offers extensive expertise in retirement planning and aged care advice.

He works predominantly with individuals and couples approaching retirement or already retired, guiding them through complex financial decisions with clarity and confidence. From superannuation strategies to income planning and aged care funding, David is dedicated to helping clients make informed choices that support a secure and dignified retirement.

 

David's advice is built on empathy, insight, and a commitment to long-term financial wellbeing.

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Sean Young GradDipFinPlan

Managing Director & Financial Adviser

Sean is a Director and Principal Adviser at MK Financial Planning Services. He holds a post graduate qualification of a Graduate Diploma in Financial Planning and has been helping clients navigate their financial journeys since 2014.

Specialising in working with mature families or "empty nesters," he provides tailored advice to help clients grow their wealth in the lead-up to retirement, confidently transition into retirement, and enjoy lasting financial security throughout their retirement years.

 

With a client-first approach and deep industry knowledge, Sean is committed to building long-term relationships based on trust, clarity, and results.
 

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MK Financial Planning Services has provided financial advice to clients from the Gold and Tweed Coast since 2004. The business was started by David's father, Maurice James, and in May 2020 was acquired by David and Sean.

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As a ‘boutique’ Financial Planning practice we do not advertise or employ other mass market techniques. Rather we engage with potential clients by referral only, thereby ensuring we do not compromise the quality of our business or services we provide. 

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James & Young Wealth Management Pty Ltd, trading as MK Financial Planning Services is an authorised representative of Coastal Financial Services Pty Ltd ABN 37 645 748 607, Australian Financial Services Licence Number 528512.
 

We believe that the purpose of financial planning is to improve the quality of your life.

 

Our motto is Building Relationships.

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