David Kashan

Wealth of Advice

Silver
4 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.

Expertise

  • 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. Get in touch

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 17
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • 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
    Phone
  • Video call
    Video call

Licensed by

Bluewater Financial Advisors Pty Ltd

AFSL 411846

5.00
17 Reviews
5
4
3
2
1
5.00
Clear communication
4.95
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.75

"David is very professional and detailed. He raised his hand to offer help when I needed it most. I asked him to take over and look after my insurance claim whilst I focused on my treatment. He kept me informed of every step he was taking. I am extremely happy with his service and personality. I will recommend him to anyone who needs professional advice."

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

"David’s knowledge is excellent and helpful in every way. Another financial adviser gave us bad advice with regards to SMSF, that was not suited to our situation. Luckily for us David explained fully all matters concerning SMSF and put us on the right path. Thanks David"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David literally comes with a wealth of advice. He was able to provide the best possible outcome for my situation and communicated with me effectively throughout the whole process. A true professional in his field. Highly recommend."

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

"We are very happy to recommend David to everyone we know, he is a patient, highly knowledgeable, ethical, exceptional advisor. David assisted us with a complex life insurance and TPD request, it took quite a bit of time to liaise back and forth with the insurance provider, in what at times was a stressful process, but David was there every step of the way, helping us achieve a very positive outcome, we wouldn’t have got there in the end if it wasn’t for him! My Husband has now also switched his insurance policies to a much better cover than he had previously all thanks to David. 50 plus stars!! He is the best!"

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

"Excellent service."

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

"David helped me to make some difficult but important financial decisions. He works with integrity and compassion. His confidence and knowledge of financial matters is excellent. He has a kind and supportive approach was I would recommend him to anyone needing any financial advice."

  • Superannuation
  • Insurance Protection
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is very knowledgeable and patient in his field. He spent the necessary amount of time with me to find out about my business and my role within it. He then recommended the appropriate products and in a professional manner. It is so good to be able to experience such a high level of care and service. Keep up the great work David and team."

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

"David helped my husband to arrange the required insurance cover. When it was my turn to get adequate insurance cover, I was 100% sure David would be the best option. David was very supportive, direct and helpful the whole way through the process. We have had a great experience from the first session through to the actual insurance coverage. David also helped to coordinate the insurance cover payment via Super by talking to my Super provider. Thanks again for all your help and excellent guidance. keep up the good work!"

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

"David is an excellent financial advisor I have known. Right from the initial session for arranging the insurance cover, he has been helpful to resolve any queries. He is expert in managing all the steps of the way and proactively helps to complete the dependencies in advance. He has in-depth knowledge about the insurance products and advised the best possible options for required insurance coverage while saving on the premium amount. I am glad that I came across David! Highly recommended to anyone who wants to plan their financial security via insurance!"

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

"David provided a clear explanation of the various types of income protection / life insurance options available to me when I asked him to review my policies after a long time of rolling over cover within my super. David spent time with me going through the differences, why he recommends what he was recommending and also understanding my financial situation so that he really provided advice that suits my needs. We reviewed my income protection, TPD cover and Life Insurance. I would definitely recommend him to any one who wants an adviser that breaks it down and makes it easy to understand, being an insurance broker I know that the lingo can be overwhelming and there's so many complexities to it which is why you need someone who is an expert in this field to look after you so you can sleep easy knowing someone has made sure you are getting what you want."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Taxation Financial Adviser

Level
0 - Training / Exam / Other
Institution
Tax Practitioners Board
Completed
2021

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2018

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

SMSF Association (SMSF)

Membership type
Associate
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