Financial Adviser - David Bomford

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David Bomford is a qualified Financial Advisor working for Addicott Partners in Melbourne. 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 RG146 and the Advanced Diploma in Financial Planning and will completing his Graduate Diploma of Financial Planning through Deakin University in early 2023.

Government Assistance
Superannuation
Insurance Protection
Self Managed SuperFunds
Shares & Investments
Cashflow & Income
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies

We do not charge for the initial meeting, if we decide to work together we will provide you with a quote at the time. In some cases fees can be paid by super funds.

We are a fee for service practice and we do not accept any commission payments from investment product, we are still paid by commission for Life insurance which is still industry standard. Any upfront and ongoing fees are agreed to in advance and clearly declared to you. No hidden surprises.