David Azon-Jacometti

Miq Private Wealth Pty Ltd

Gold
16 Yrs Experience
Upper Mount Gravatt, QLD 4122

I've spent the last 18 years’ providing objective-based financial advice that is driven by your needs. Our plans are long term and focussed on increasing your family's wealth.

I believe in my clients. I understand what’s important to you and your family, develop long term plans for a wealthier and more fulfilled life, and respond to changes to make sure that the vision for your future comes to pass.

Qualifications

Corporate Financial Analysis and Decision-Making (University of Melbourne & BNY Mellon)

Advanced Diploma of Financial Services (Kaplan)

Diploma of Financial Services (Financial Planning) (Kaplan/Deakin)

SMSF Specialist Advisor

I have 18 years’ experience in the Financial Advisory profession, joining Vincents as a Senior Financial Advisor in 2019. Prior to Vincents, I worked at BT Advice & Private Wealth since 2012.

I have also lived and worked in Melbourne, specialising in advice to professional services, executives and senior managers.

Memberships

Association of Financial Advisors – Practitioner Member

Banking + Finance Oath (Ethics) – Signatory

SMSF Association – Specialist Member  (Self-Managed Super Fund Association)

XY+ Adviser – Foundation Member

Find me on Vincents: https://vincents.com.au/experts/david-jacometti/

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • 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 4.73
  • Number of reviews 10
  • First year providing advice 2007
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Miq Private Wealth Pty Ltd

Acacia Building, Garden Square, Level 1, 643 Kessels Rd
Upper Mount Gravatt, QLD 4122
34 Davenport St
Southport, QLD 4215

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Miq Private Wealth Pty Ltd

AFSL 504773