7 Reviews

Dave Haydon

Kelly Wealth Services

Gold

12 Yrs Experience

Cairns, QLD 4870

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Hello, my name is Dave Haydon, I am a Senior Financial Adviser & Partner.

Recognised as one of the leading Financial Advisers in Cairns, I am delighted to work as a trusted Financial Adviser for my clients.

I am ranked as one of the Top 100 Financial Advisers in Australia in The Australian Newspaper and Barron’s Investor Magazine in 2022 & 2023.

With 17 years financial services experience, I specialise in Investment Advice, Retirement Planning & Self Managed Super Funds -SMSF.

I hold a Masters Degree in Financial Planning from Deakin University graduating top of my class and being awarded the Academic Excellence Prize as the Top Graduating Student in the Master of Financial Planning from Deakin University. I am a Certified Financial Planner (CFP).

Throughout my extensive career with leading institutions, Commonwealth Bank, ANZ and MLC, I have gained broad experience developing sophisticated investment portfolios and retirement plans that in turn have delivered long term satisfaction which my clients continue to experience and benefit from.

I work with Professionals, Retirees & Business Owners to plan for their best life and achieve financial freedom.

Dave says “Someone is sitting in the shade today because someone planted a tree a long time ago. When a client chooses to select me as their adviser, I think about that in designing their investment portfolio and retirement plan. This principle ensures they and their family experience happiness in retirement and many happy returns.”

I welcome you to contact me to arrange an initial discussion. Call (07) 4041 2055

Superannuation
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Small Business Advice
Tax Strategies
Growing Assets

4.25 February 2024

Dave, advice is always very clear and well explained He takes the time to ensure I have a full understanding of his advice and financial direction. He has always been very professional.

5.00 July 2023

I came to Dave needing support to better understand my financial position post-divorce settlement. In addition to comprehensively restructuring and streamlining my finances to improve my long-term position, Dave has also patiently and compassionately provided me with essential guidance around making behavioural financial decisions, responsibly. This has resulted in (for perhaps the first time ever) having independence and freedom that is all achieved within my own control. For anyone that finds themselves in my position, I would highly recommend that you come in and talk to Dave. His advice, experience and professionalism has brought me peace of mind and the ability to live my life, my way!

5.00 July 2023

During our meetings, Dave explains in detail nice, clear and accurate my current and future needs and strategies.

Dave is extremely professional and has always answered/responded to my questions with ease and easy to understand. I do and would recommend Dave to my family and friends. He is a genuine guy who always looks after my best interests - highly recommended !!

5.00 June 2023

Dave is a treasure, he has made retirement much easier to understand and how to bring all our finances together to get the greatest benefit from them. Dave's always there when I'm confused about different strategies in making things work. You rock Dave!! Very happy with service and explanations of anything financial, need bigger water jugs on the table though, always seem to run out🤣🤣

5.00 June 2023

We liked Dave from the very first time we met with him. Once he discussed with us which would be the best option to take regarding our superannuation that he thought would be suitable for us, we knew immediately that he was the financial adviser that we were looking for. We have great confidence in him and he has helped us immensely when we have needed him. We wouldn't hesitate to recommend Dave to anyone who is looking for a pretty switched on financial adviser.