David Teoh Teoh

Wise Financial Group

24 Yrs Experience
Eight Mile Plains, QLD 4113

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

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Languages spoken
    • Cantonese
    • English
    • Mandarin

Wise Financial Group

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

Opening hours

  • 10:00am – 5:00pm Tuesday – Friday

Licensed by

Insight Investment Services Pty Ltd

AFSL 309996