David Kashan

Wealth of Advice

6 Yrs Experience
Baulkham Hills, NSW 2153

David Kashan, founded Wealth of Advice for one reason – to give every person a fair shot at living their desired lives and dreams. Financial Advice is for all, not just for some. 

David hails from a country where he experienced raw and real hardship.  From humble beginnings to now managing a successful business with a team of 4 staff, we continue to grow Wealth of Advice from strength to strength. 

We go above and beyond to give authentic, genuine, client-focused, and unbiased advice to you and to each individual that comes through our doors. We treat your money as if it is our money so that we can serve and steward your dreams to the best of our abilities.

David is grounded in an abundance mindset and looks to take Wealth of Advice to a new level, with more specialised Advisors and recommendations on niche branches of financial services.

It is with a Wealth of Advice that we work with your unique circumstances so you can prosper.

The above remains front of mind for all of our Advisors and it remains our mission to provide sound advice to all, changing lives one by one and ultimately, making this nation better than it already is.

David is also studying for his Bachelors of  Financial Planning with Kaplan Financial Services.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.99
  • Number of reviews 23
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Wealth of Advice

First Floor, 16 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846