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.
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.
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/
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.
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.
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.
David has always made himself available, to help and advise us with our Super fund.
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.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2007
- Years of experience 16
- Advanced Diploma of Financial Planning
Miq Private Wealth Pty LtdAcacia Building, Garden Square, Level 1, 643 Kessels Rd
Upper Mount Gravatt, QLD 4122 34 Davenport St
Southport, QLD 4215
- 9:00am – 5:00pm Monday – Friday
Miq Private Wealth Pty Ltd