Dave Lakey

Nexus Life

Silver
27 Yrs Experience
West Perth, WA 6005

Recent reviews

Nexus Life

Level 2, 50 Kings Park Road
West Perth, WA 6005

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Wills & Estates

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

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

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5.00

"Dave is very confident in our Insurance dealings with him. He goes over and above for his clients to get the best outcomes possible."

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

"Dave is a qualified and highly competent professional with many years experience. He is our trusted adviser, supported by an equally competent team of administration and support staff. ' Dave is also caring, honest and trustworthy. I would highly recommend Dave."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave is very professional and patient. He took the time to explain to me in a way I could understand. He is very hard working and precise. I was very happy with his assistance. I would 100% recommend Dave."

  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been a client of David Lakey for over 20 years. I had a life changing accident at age 49. Because of David’s insurance recommendations, my family and I are financially secure and are looking forward to the future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thanks"

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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  4. Questions
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