Dave Roberts

David has over 20 years experience as a financial planner. He helps

his clients to secure their financial security by understanding their

personal needs, implementing strategies and partnering with them

as a mentor to achieve their goals.

David holds a Diploma of Financial Services and is committed

to providing you with a high level of service in a professional

manner; including strategies to cover your personal risk needs,

SMSF, superannuation advice, wealth creation, pre-retirement and

retirement advice.

Providing Quality Financial Advice in the following area;

• Wealth creation

Financial security

Retirement planning

Wealth coaching

Aged care

Estate planning

Wealth protection

Superannuation