David Azon-Jacometti

I've spent the last 18 years’ providing objective-based financial advice that is driven by your needs. Our plans are long term and focussed on increasing your family's wealth.

I believe in my clients. I understand what’s important to you and your family, develop long term plans for a wealthier and more fulfilled life, and respond to changes to make sure that the vision for your future comes to pass.

Qualifications

Corporate Financial Analysis and Decision-Making (University of Melbourne & BNY Mellon)

Advanced Diploma of Financial Services (Kaplan)

Diploma of Financial Services (Financial Planning) (Kaplan/Deakin)

SMSF Specialist Advisor

I have 25 years experience in the Financial Advisory profession, across financial planning and accounting businesses. I am a registered Licenced Financial Advisor, Financial (Tax) Advisor, and a Specialist SMSF Advisor.

Memberships

Association of Financial Advisors – Practitioner Member

Banking + Finance Oath (Ethics) – Signatory

SMSF Association – Specialist Member  (Self-Managed Super Fund Association)

XY+ Adviser – Foundation Member

www.calvinprivate.com.au