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David Hatton

TWD Licensee Services Pty Ltd

Gold
15 Yrs Experience
West Perth, WA 6005

I have been providing valuable advice to people at all stages of their journey since 2005.

My mission is making the complex simple for clients, taking the hard work out of making important decisions for their future. Good financial advice should be easy to understand, addressing all of your own personal concerns whilst educating you about things that you may not have known about.

I love my role and am honoured to be the trusted adviser for the many Australians that rely on my advice. Being one that seeks advice in other specialist areas myself, I understand their concerns and the sort of certainty they want in their world. We first take the time to gain a thorough understanding of their situation and goals and then get them on a path to achieving them. Life is short and it is important to make the most of what you have for yourself and those you cherish.

My breadth of experience involves work in large and boutique firms in the advice industry since 2001. In 2017 I was proud to become part of The Wealth Designers, a multi-award winning Australian advice practice headquartered in West Perth.

I completed my Finance Degree in 2000, having since attained an Advanced Diploma of Financial Services and am a registered member of the Tax Practitioners Board and The Association of Financial Advisers. I am well versed in all facets of Investment and Wealth Creation, Superannuation and Retirement Planning and Wealth Protection and Insurance.

Outside of work I am a proud dad and husband and love music, travel and sport.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Bachelor of Commerce
  • Language spoken
    • English

TWD Licensee Services Pty Ltd

Level 4, 40 Kings Park Rd
West Perth, WA 6005

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

TWD Licensee Services Pty Ltd

AFSL 475964