Meet David Meffert.
Helping multi-generational families navigate complex financial decisions with confidence.
David Meffert
Linea Team - Private Wealth
Financial Adviser
CFP® Professional, GradDipFinPlan, SMSF Specialist Advisor (SSA®)
David is a Private Wealth Adviser who brings clarity and structure to complex financial lives. With over 17 years’ experience, he combines technical expertise with genuine care, helping families and professionals make confident, informed decisions through every stage of life. He was recognised in the 2025 Barron’s Top 150 Financial Advisers list for his commitment to high-quality, client-focused advice.
Qualifications & Professional Memberships
Graduate Diploma in Financial Planning – Kaplan
Bachelor of Commerce (Financial Management) – Monash University
Member, Financial Advice Association Australia (FAAA)
ASIC No. 1238034
“The industry never stands still and neither should we. Staying current through ongoing education and CFP standards is how we keep our advice sharp and our clients confident.”
Services
Whether you’re preserving a family legacy, growing your success, or learning how to lead the next generation - Linea Private Wealth helps you align wealth with values and vision.
Retirement Planning
Personal Insurance
Superannuation
Strategic Wealth Creation
Tax-effective Investing
Education Planning
Debt Strategies
Cash Flow Optimisation
Debt Recycling
I help clients align wealth with purpose - protecting what’s been built and preparing those who’ll carry it forward.
Who I Work With.
Professionals & Entrepreneurs
Turn success into enduring prosperity and independence.
Legacy Families
Preserve your values, protect your wealth, and prepare the next generation.
Next-Generation Leaders
Build financial literacy and confidence to shape your family’s future.
Book Your Financial Consultation With Me.
If you’re ready to bring structure and confidence to your financial life, reach out and book in for your our no-obligation meeting with me. If you're not quite sure how I can help you, call me on 0416 051 894
My Advice Philosophy.
“Great advice starts with understanding because every financial decision is personal."
For me, great advice begins with understanding not assumptions. Every client has their own story, shaped by experience, family, and ambition. My role is to listen carefully, uncover what truly matters, and translate that into a strategy that brings structure and confidence to their financial life.
After years of working with complex, multi-generational clients, I’ve learned that wealth isn’t just about assets; it’s about people, purpose, and continuity. I take pride in helping clients simplify complexity, connect their decisions to their values, and protect what they’ve built for the next generation.
At Linea Private Wealth, I’m driven by one guiding principle - to always act in my clients’ best interests, with care, clarity, and the professionalism that long-term trust deserves.
My Career Journey.
My path in financial advice has always been about helping people make confident decisions in complex situations. Over more than 17 years in private wealth, I’ve seen how thoughtful guidance can bring structure, clarity, and calm to even the most intricate financial lives.
I began my career at the Commonwealth Bank, where I spent over a decade advising high-net-worth individuals and families through various roles within Commonwealth Private Bank. There, I specialised in strategic advice for clients with sophisticated needs, from tax-effective wealth accumulation and cash-flow modelling to retirement and intergenerational planning, while building long-standing relationships grounded in trust and discretion.
In 2019, I moved into boutique advice, seeking to deliver a more personal, high-touch experience for clients who value genuine connection and clarity over complexity.
Today, as part of the team bringing Linea Private Wealth to fruition, I work closely with multi-generational families, professionals, and private clients to design integrated wealth strategies that reflect both purpose and precision. What drives me hasn’t changed, doing what’s right for clients and helping them feel informed, in control, and confident about the future.
What David's Clients Say About Him.
Leon & Debra, multi-generational family, Hawthorn
“David has guided our family through three generations of financial decisions. His ability to balance the technical with the personal has given us complete confidence that our wealth and our values will endure. He doesn’t just manage assets; he helps us manage continuity.”
Timothy, private wealth,
Portsea
“Our situation is complex, spanning trusts, business interests, and multiple entities. David simplifies it all with clarity and calm. He’s meticulous, strategic, and always thinking several steps ahead, the kind of adviser you want when the details truly matter.”
Henry & Sarah, private wealth, Toorak
“We’ve worked with David for over a decade, and his consistency and care are unmatched. He understands our family’s evolving needs and has become a trusted voice through every stage — professional, personal, and generational. He’s as invested in our legacy as we are.”
Outside Of Work.
David is a traveller at heart who finds joy in discovering new places, flavours, and experiences: whether it’s a family adventure abroad, a weekend cheering from the sidelines at his daughter’s sports, or a relaxed dinner shared over good wine. He loves time with family, exploring Melbourne’s dining scene, and the simple connection that comes from great conversation. With clients, that same genuine warmth shines through. David values lasting relationships and is driven by one guiding principle - always doing what’s best for the people he works with.
Book Your Financial Consultation With Me.
If you’re ready to bring structure and confidence to your financial life, reach out and book in for your our no-obligation meeting with me. If you're not quite sure how I can help you, call me on 0416 051 894
Insights from David Meffert.
