David Minehan

Maxim Private Clients Pty Limited

Gold
21 Yrs Experience
Newcastle, NSW 2300
David looks forward to working with individuals and families to achieve their lifestyle goals. He understands that it is important to listen to people as everyone has a different set of circumstances and require a different solution.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Maxim Private Clients Pty Limited

Suite 401, Level 4, 45 Watt St
Newcastle, NSW 2300

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Maxim Private Clients Pty Limited

AFSL 511972

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"David is always very helpful and responds very quickly to any questions or concerns we may have 24x7. He makes smart choices for our investments and we are very pleased with the results."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Can highly recommend David to anyone looking for a financial advisor that takes a personal approach to his clients. His knowledge in the industry is exceptional and his staff are fantastic."

  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Recently i had the need to seek income protection insurance and life insurance. David made the process seamless and explained the policies in a simple easy to understand manner. The whole thing was taken care of by David and his team. Highly recommend"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2005

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Newcastle
Completed
1997

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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