Dave Haydon

Kelly Wealth Services

Gold
10 Yrs Experience
Cairns, QLD 4870
Hello, my name is Dave Haydon, I am a Senior Financial Adviser. Recognised as one of the leading Financial Advisers in Cairns, I am delighted to work as a trusted Financial Adviser for my clients. With 15 years financial services experience, I specialise in Investment Advice, Retirement Planning & Self Managed Super Funds -SMSF. I work with Professionals, Retirees & Business Owners to plan for their best life and achieve financial freedom. I welcome you to contact me to arrange an initial discussion. Call (07) 4041 2055

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 1
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Kelly Wealth Services

Suite 7, Level 2, Florence House, 26-28 Florence Street
Cairns, QLD 4870

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Your Financial Guide Pty Ltd

AFSL 511377

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Dave Haydon is a great Financial Planner, and I would recommend him to anyone looking for a trusted adviser who has great expertise"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Investment Banking Institute
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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