David Teoh

Wise Financial Group

Gold

25 Yrs Experience

Eight Mile Plains, QLD 4113

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I started my journey in financial planning in the year 2000. I am a Certified Financial Planner (CFP) and have been advising clients from all walks of life, as well as migrants and people with multicultural backgrounds. I have had experience working in a small boutique suburban office to a large Australian listed banking corporation, Westpac bank.

I would love to have a chat and explore different opportunities together. I would love to be your trusted coach, adviser and planner to help you navigate challenges through various life stages. Like an architect, I would like to journey with you from discussion and exploration stages, to design and strategies, with the eventual goal of achieving your dream retirement lifestyle.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Property Investment
Tax Strategies
Growing Assets
Budgeting

5.00 May 2025

David has been fantastic, provided my family and I expert advice, he has been available to make appointments whenever we have needed, followed up information we’ve needed or needed to supply. I cannot thank and recommend David more for everything he has done and is still doing.

5.00 May 2025

David is always helpful and provides clear and concise advice on managing financial matters. He is able to explain complex matters in a simple way. We have engaged with David’s services for nearly 20 years and he has always been knowledgeable with current advice. Highly recommend!

5.00 December 2024

David Teoh has expert knowledge in his field, is always available for consultation, very pleasant to deal with and clear in his advice. David Teoh has managed my portfolio very well over many years.

5.00 April 2024

David has been instrumental in the planning, execution and monitoring of my financial investments. Not only have I found him to be knowledgeable and responsive, but his communication style is one that is approachable and engaging. I’ve no hesitation in recommending David and his team with whatever your financial planning requirements.

5.00 March 2024

Happy with David’s performance and advice.

Adviser status Gold
Rating 5.00
Number of reviews 7
First year providing advice 2000
Years of experience 25
Highest qualification
- Certified Financial Planner (CFP)
Languages spoken
- Cantonese
- English
- Mandarin

Eight Mile Plains, QLD 4113 – Google Maps

Wise Financial Group

Suite 8, 3 Clunies Ross Ct
Eight Mile Plains, QLD 4113

10:00am – 5:00pm Tuesday – Friday

Insight Investment Services Pty Ltd

AFSL 309996

David Teoh

Wise Financial Group

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Wise Financial Group

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