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David Loughnan

 David Loughnan

Share profile:
8/757 Ann St
Fortitude Valley
QLD
4006
AU

Overview CONTACT THE ADVISER

David Loughnan David Loughnan

total Reviews

5

Experience

3yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Elements Financial Planning
Elements Financial Planning

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Aon Hewitt
Aon Hewitt
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 5 total)See all

"As I had approximately 15 years left of my working life and I had a defunct Self Managed Super fund, I needed help in seeing how the future was going to work for me financially and how I could look after myself into and through retirment. David gave me some options and made it clear on how I would get to where I needed to be. He also helped me see that I was in a much better position if I followed a better designed path. The costs were manageable so I wasn't put off. Thanks for all your help along the way David."

Lisa, 46-55 24 Feb 2017

"I was previously insured through the guidance of another financial planner until I had to make a claim. The claims process with my previous planner was more painful than the injury itself! Since making the change to David who was refereed to me through an associate of both of ours, I have had to undertake a number of claims. All of which have been stress free. David found problems with my current insurance setup and has also now insured me properly. I feel confident that the Insurance he has recommended, he has done so for my own benefit rather than his own financial reward. Whilst I hope that you never have to call him when in a crisis, like I did. But if you do, David is the man. Jim "

Jim, Under 35 18 Apr 2016

"We found David to provide an extremely valuable advice, a professional plan and a supportive environment. We found him dynamic, real, up front and a man of integrity. David has taken away the anxiety that we had associated with finances, he has put tools into place so that we can take control. David has empowered us on many levels, we always walk away from our appointments feeling up lifted and positive about our direction and our future! "

Jason, 35-45 7 Mar 2016

History & Qualifications CONTACT THE ADVISER

My membership

No membership found

Awards
  • No award found
Years of experience
  • 3 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

8/757 Ann St, Fortitude Valley
QLD 4006 Australia


Other address

level 8, 757 Ann Street, Fortitude Valley
QLD 4006 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 5 Total Reviews
Lisa, 46-5524 Feb 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As I had approximately 15 years left of my working life and I had a defunct Self Managed Super fund, I needed help in seeing how the future was going to work for me financially and how I could look after myself into and through retirment. David gave me some options and made it clear on how I would get to where I needed to be. He also helped me see that I was in a much better position if I followed a better designed path. The costs were manageable so I wasn't put off. Thanks for all your help along the way David."

Jim, Under 3518 Apr 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I was previously insured through the guidance of another financial planner until I had to make a claim. The claims process with my previous planner was more painful than the injury itself! Since making the change to David who was refereed to me through an associate of both of ours, I have had to undertake a number of claims. All of which have been stress free. David found problems with my current insurance setup and has also now insured me properly. I feel confident that the Insurance he has recommended, he has done so for my own benefit rather than his own financial reward. Whilst I hope that you never have to call him when in a crisis, like I did. But if you do, David is the man. Jim "

Jason, 35-4507 Mar 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We found David to provide an extremely valuable advice, a professional plan and a supportive environment. We found him dynamic, real, up front and a man of integrity. David has taken away the anxiety that we had associated with finances, he has put tools into place so that we can take control. David has empowered us on many levels, we always walk away from our appointments feeling up lifted and positive about our direction and our future! "

Bruce , 56-6519 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Financial Friend for Financial Final Years – “It takes a lot for me to trust but after spending time with David Loughnan and his lovely wife we were so happy to finally believe in someone to guide us through to our financial retirement goal. Great people-great plan now excited about retirement thanks to David. "

Harry, 56-6519 Jan 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

" After talking with David I knew he was the right person to handle our affairs and point us in the right direction. Although I consider ourselves as a small player I have been in contact with him on many occasions he has also initated many call to check on us. On things David has put into play for us he has saved us his fees three times over this year alone. We can not recommend David highly enough as he definely turned our finances and lives around. "

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
5
Customers

#2
Building Super
STRENGTH
4
Customers

#3
Estate Planning
STRENGTH
3
Customers

#3
Managing Debt
STRENGTH
3
Customers

#3
Preparing For Retirement
STRENGTH
3
Customers

#3
Savings Investment
STRENGTH
3
Customers

#3
Tax Effective Strategies
STRENGTH
3
Customers

#4
Household Budgeting
STRENGTH
2
Customers

#5
Self Managed Super Funds
STRENGTH
1
Customers

x

Overall rating

71%

David Loughnan

Company: Elements Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies David Loughnan is a member of and in what capacity, the licensee or company of David Loughnan and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of David Loughnan (see report card scoring)

Qualifications: 75%

Compliance: 86%

Experience: 75%

Quality of Advice: 0%

Customer Satisfaction: 0%