David Meffert

Linea Private Wealth

Gold
22 Yrs Experience
Toorak, VIC 3142

Linea Private Wealth

Central House Toorak, 489 Toorak Rd
Toorak, VIC 3142

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 22
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Licensed by

Wealthyer Advice Assurance Pty Ltd

AFSL 544785