David Posterino

Wealth Arena

Gold
8 Yrs Experience
Melbourne, VIC 3000

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • 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 4.95
  • Number of reviews 24
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning, Finance and Accounting)
  • Language spoken
    • English

Wealth Arena

Suite 2, Level 8, 140 Bourke Street
Melbourne, VIC 3000

Opening hours

  • 8:00am – 6:00pm Monday – Saturday

Licensed by

Asvw Financial Services Pty Ltd

AFSL 446176

4.95
24 Reviews
5
4
3
2
1
4.95
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"I was introduced to David through my relationship with Joe from Wealth Arena. I was pleasantly surprised by David's knowledge and willingness to go above and beyond to help me with all of my questions. I highly recommend David's services to everybody and will be definitely returning for my annual reviews. thank you again David for all of your work"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has given me advice in areas including Loan Products, Superannuation, and Managing Debt. David was usually able to explain things to me in a clear way. Through David's knowledge and experience, I feel Very confident that the advice given was right for my needs. I received David's full care and attention when I needed it"

  • Superannuation
  • Insurance Protection
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is a superstar! He understands investment strategy and is extremely well thought out in his advice. Highly recommend David if you want any alternate investment options as well as insurance advice."

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks David, your assistance in super and tax strategies has saved me $$ and set me up for a more comfortable retirement. Super attentive and good bloke, you speak in simple terms and make it easy to understand. Cheers Craig"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has helped me financially grow my bussiness in the right direction with the right advice"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Passion, knowledge and a genuine interest in achieving the best for clients is what makes David Posterino a truly passionate and professional Financial Advisor. Kaela 3186"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David knows his stuff, and is always willing to help with any queries or issues, no matter how small. I have been very pleased with his service and the performance of my Super since becoming a client of his."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David is a very astute financial adviser who shows a genuine interest in his clients, and strives to help them achieve their financial goals."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great professional service! Very knowledgeable on current market strategies."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David was very helpful in explaining the best way to invest in my super and provided me with appropriate income protection. He is always on hand to answer any questions I may have."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2017

Bachelor of Commerce (Financial Planning, Finance and Accounting)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2009

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2018

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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