David Lutz

Secure Investment Planning Pty Ltd

5.00

2 Reviews

Gold

29 Yrs Experience

Redbank Plains, QLD 4301

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5.00 May 2023

David has assisted me in all financial matters for many, many years and allowed me to establish and develop a significant portfolio. He has always been there to support and guide my decisions and I would thoroughly recommend him to anyone seeking financial advice or assistance.

5.00 March 2019

David, Has always attended to my investment needs taking into account the widest aspect of my circumstances. I would have no hesitation in recommending him.

Secure Investment Planning Pty Ltd

27-29 Samantha Street
Redbank Plains, QLD 4301

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 1995
Years of experience 29
Highest qualifications
- Certified Practicing Accountant (CPA)
- Certified Financial Planner (CFP)
Language spoken
- English

Secure Investment Planning Pty Ltd

AFSL 324234

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David Lutz

Secure Investment Planning Pty Ltd

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Secure Investment Planning Pty Ltd

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