David Marginson

Professional Wealth Services Pty Ltd

Gold

11 Yrs Experience

North Sydney, NSW 2060

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I am qualified as a CFP – Certified Financial Planner which is a worldwide qualification amongst financial planners. I am employed by Professional Wealth Services (PWS), who are a boutique financial planning firm in North Sydney, who pride themselves on providing holistic client advice which is tailored for wherever the client is in their journey.

Prior to joining PWS I have worked as a financial planner for NAB, Mercer and Aware super, an industry super fund. I joined financial planning later in my career, after retraining, and previously held CEO and leadership positions with large manufacturing, wholesaling and franchising businesses. I have found the combination of life and business experience, combined with the financial planning technical training, allows me to better understand how to help my clients achieve their goals.

At our initial meeting, which is at no cost to you, we will normally discuss what you want to achieve in terms of growing your wealth and protecting your wealth. The former can cover off superannuation and investments the later personal insurance and financial structuring. Depending on what you wish to discuss it may assist for you to bring with you details of any personal insurance policies, superannuation and investments you have.

Please contact me on David.Marginson@pws.net.au or 1300 001 312

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Aged Care
Cashflow & Income
Tax Strategies
Growing Assets

5.00 May 2023

I have been dealing personally with David Marginson for more than 10 years as my financial adviser/coach and wealth management adviser.

My background is as a mother of 3 daughters, who has worked part time for some 40 years while supporting my family.

I have found David to be extremely well versed in all aspects of investment that are important to me as I am not a financial guru, and need quality advice from somebody I trust.

David has advised me on self funded pension planning, asset allocation to support retirement cashflow and inheritance & will planning.

Probably the most important aspect of financial planning & advice to me is to have an adviser who is prepared to take the time to fully explain strategies and sanity check that I have understood the strategy.

This is one of David's key strengths, as I have seen other advisers who focus all their attention on the high salary earner husband & ignore the spouse, whereas David gives equal attention to both my husband and myself regularly checking that we "both" understand his strategies & plans.

It is this level of care & understanding that encouraged me recently to recommend my daughter & her recently married husband to David for financial advice and planning.

I wouldn't hesitate to recommend David to anybody looking for a trustworthy & knowledgeable financial adviser.

5.00 May 2023

David Marginson has been my financial adviser & wealth management counsellor for more than 10 years across 3 different wealth management providers ( I moved employers & David changed investment adviser entities ). As background I was the elected Superannuation policy manager at my employer (a Global top 500 Corp) for their Australian staff for a period of 15 years so had plenty of interaction & visibility of best practice Superannuation and wealth management providers, and can say that David was one of the best professional advisers that we had. David is extremely knowledgeable on all aspects of investment vehicles, including tax impacts, and has a detailed understanding of the risk/reward benefits of all strategies. Also David has successfully advised me on best practice personal financial strategies covering job redundancy, retirement planning, inheritance positioning , self funded pension strategies and maximizing cash flow at a time when normal PAYE salaries have ceased. I have found that his financial advice on expected investment performance and desired asset allocations is always extremely accurate. Finally, I want to say that when you are dealing with your life savings & essential retirement incomes your adviser must be somebody of the highest character, completely open & trustworthy and somebody who can actually have real empathy for your position - David meets these requirements 100%.