Arlan Davine

BW Private Wealth

Gold
6 Yrs Experience
Ballarat Central, VIC 3350

After working for IBM for nearly 10 years in multiple different roles I decided it was time for a career change, a change to something I enjoyed and could really see myself doing for the long term. I have always helped family and friends with financial decisions and wanted to try and find a career doing the same for other people.

This is when I completed the diploma of Financial Planning in 2015 and the advanced diploma in 2016. In the same year as completing my advanced diploma I started as a Client Service Manager and quickly moved into a Para planning/associate adviser role. In 2018 I was officially made a Financial Planner and continued my education, completing the Graduate Certificate and Graduate Diploma of Financial planning by 2021.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Complex Investments
  • Socially Responsible
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.97
  • Number of reviews 18
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

BW Private Wealth

616 Sturt St
Ballarat Central, VIC 3350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323