David Azon-Jacometti

Miq Private Wealth Pty Ltd

Gold
15 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 4.75
  • Number of reviews 10
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Miq Private Wealth Pty Ltd

Suite 9, Level 1, Hypercentre, 50-56 Sanders Street
Upper Mount Gravatt, QLD 4122

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Miq Private Wealth Pty Ltd

AFSL 504773

4.75
10 Reviews
5
4
3
2
1
4.80
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.70
Likely to recommend
Showing reviews 1—10 of 10

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5.00

"David has been my advisor for a number of years, he went above and beyond to locate information for both my husband and I in relation to Centrelink benefits and how to best manage our super investment. David was of enormous assistance when my husband passed away and I needed to establish my own financial plan. This can be daunting, but David is able to simplify processes , and has provided solid financial advice , reaping a better than average return on my super investment. He is reliable , ethical , approachable, and most importantly knowledgeable and professional."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David was very approachable and helpful in assisting with my super and then setting up a retirement income stream as I approached retirement. He is very knowledgeable and helps us understand complex issues."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"David was my adviser when he was with Westpac/BT and was always helpful. He was always responsive to my requests and was a calming influence when I had worries about my super performance. I'm looking forward to continuing to work with David as my trusted adviser in his new role."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David has always made himself available, to help and advise us with our Super fund."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been extremely helpful in assisting my wife and I with transitioning to retirement, setting up our income streams and advice on our share portfolios. David made our move across to Vincent’s very easy and seemless."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has provided advice on managing our retirement funds, including tax considerations. He is very approachable, and makes us feel comfortable in discussing our financial situation."

  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We found David to be very professional and practical with strong knowledge of alternative strategies and products. David was easy to deal with and a good balance of getting things done without being too pushy."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I would highly recommend the services of David Jacometti. Since following the advice David has provided, the gains from my investment portfolio have exceeded my expectations. David is reliable, professional, efficient and friendly. I can confidently state that I will remain David's client for as long as he works in the industry."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 10

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certificate 4

Level
4 - Certificate IV
Institution
Kaplan Professional
Completed
2007

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2008

Margin Lending

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2011

Professional Memberships

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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