Dave Roberts

Fiducian Financial Services Pty Ltd

Bronze
27 Yrs Experience
Eastgardens, NSW 2036

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

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 3
  • First year providing advice 1995
  • Years of experience 27
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Fiducian Financial Services Pty Ltd

Suite 302A, 152 Bunnerong Rd
Eastgardens, NSW 2036

Opening hours

  • 9:00am – 5:30pm Monday – Friday

Licensed by

Fiducian Financial Services Pty Ltd

AFSL 231103