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David Montgomery

Infocus Securities Australia Pty Ltd

Silver
18 Yrs Experience
Dundowran Beach, QLD 4655

At Infocus Hervey Bay we aim to take the difficult task of preparing your finances and make it easy for you. We are a local family owned business in the Hervey Bay Area.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • 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 Silver
  • First year providing advice 2008
  • Years of experience 18
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Infocus Securities Australia Pty Ltd

3 Palmwood Dr
Dundowran Beach, QLD 4655

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523