David Brown

Stanford Brown

Gold
35 Yrs Experience
North Sydney, NSW 2060
For more than a quarter of a century, David has led a multi-award-winning financial services practice with a diverse skillset that combines industry knowhow with practical, passionate and personalised service. His dual qualifications and experience in both accounting and financial planning make David a formidable force when it comes to providing sound, considered financial advice to medical specialists, self-employed professionals and business leaders. He is particularly passionate about protecting his clients, and those they love, from having their financial aspirations derailed by unexpected life events. As a business owner and father-of-four, David has first hand insights into the complexities of balancing personal and professional financial goals and obligations. Drawing upon his experience as an accountant, David’s extraordinary talent as an adviser and business owner is to integrate the many aspirations of his clients’ family and business life and recommend sensible, considered options that encompass his clients entire financial life. The overarching principle that drives David is – doing what is best for the firms’ clients, 100% of the time. The one overwhelming comment that a client can say that means more than anything else to him is “David, I trust you”.

Expertise

  • Insurance Protection

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1987
  • Years of experience 35
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Stanford Brown

Level 8, 15 Blue Street
North Sydney, NSW 2060

Licensed by

The Lunar Group Pty Limited

AFSL 470948

5.00
3 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—3 of 3

Sort by

5.00

"David has given me advice regarding income protection, trauma and life insurance for myself and my family members. David was able to explain all the details and complexity of insurance clearly and thoroughly. The advice he gave is right for my needs and the needs of my family from a financial aspect and also taking into account our hopes and aspirations. David's care and attention to our situation was exactly what we needed to make sure all aspects were covered and understood."

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

"'David has been instrumental in providing us with complete Insurance Cover. We are confident that our future is secure if anything should happen. Insurance can be very daunting and complex but David was great in explaining our options and the best possible cover for our future needs.'"

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

"David has provided advice and assistance with a suite of insurances, as well as general business advice for a number of years. David has a genuine interest in us. His attention to detail inspires confidence, and helps to develop a trusting relationship. David (or his staff) always respond promptly to enquiries."

  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Insurance Protection
  • Small Business Advice

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Swinburne University of Technology
Completed
1981

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Brown
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens