David Marginson

Professional Wealth Services Pty Ltd

Gold
12 Yrs Experience
North Sydney, NSW 2060

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

Expertise

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

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 2
  • First year providing advice 2012
  • Years of experience 12
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Professional Wealth Services Pty Ltd

Suite 3, Level 25, 100 Miller St
North Sydney, NSW 2060

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Professional Wealth Services Pty Ltd

AFSL 312047