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David Crellin

Crellin Walters Financial Planning Pty Ltd

Platinum
18 Yrs Experience
Mermaid Beach, QLD 4218

We help retirees, pre-retirees, professionals and small business owners tackle and achieve their financial goals. We endeavour to help you:

Protect and grow your money

Ensure your money is invested tax efficiently

Obtain Centrelink benefits where available

Keep your money available for your goals in life - both now and in the future

Pass your wealth on favourably to the people you care about

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

At a glance

  • Adviser status Platinum
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Crellin Walters Financial Planning Pty Ltd

17 Francis St
Mermaid Beach, QLD 4218

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221