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David Bomford

First Financial Pty Ltd

Silver
8 Yrs Experience
Melbourne, VIC 3000

David Bomford is a qualified Financial Advisor working for First Financial with clients from all across Australia. He has extensive experience in Financial Services, holding various roles since 2009.

Being a proud indigenous Palawa man, David believes in diversity and inclusion. David is skilled at explaining complex financial strategies to clients. He is passionate about assisting clients to achieve their goals and to have the future they dream of. Some of the areas of David’s expertise include Superannuation, Investments, Insurance and Tax Reduction strategies. David has successfully passed the FASEA ethics exam.

David has completed his Graduate Diploma of Financial Planning through Deakin University as well as a Graduate Certificate in Self-Managed Super Funds.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

The cost will depend on the areas and complexity of the advice. If we decide to work together, I will provide you with a quote.

At a glance

  • Adviser status Silver
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualifications
    • Graduate Certificate in Self Managed Superannuation Funds
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

First Financial Pty Ltd

Level 9, 90 Collins St
Melbourne, VIC 3000

Meeting methods

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

Licensed by

First Financial Pty Ltd

AFSL 481098