Dave Williams

JSM Financial Group Pty Ltd

Silver
25 Yrs Experience
Malvern, VIC 3144
Easy going, fun, likeable, trusted, knowledgeable, strength in relationship building and committed. 'Enjoy Life, tomorrow is not a given'.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Small Business Advice
  • 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 Silver
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

JSM Financial Group Pty Ltd

Suite 6, 91 Station Street
Malvern, VIC 3144

Licensed by

Jsm Management Pty Ltd

AFSL 502629

5.00
9 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—9 of 9

Sort by

5.00

"Dave is brilliant - I has no idea about insurances and help talked me through step by step. Let him provide a tailored package that suited me and my lifestyle. I have an incredibly short attention span - so he delivered the information that was required - short, succinct and how it would affect me. Happy to refer Dave to any family and friends. Thanks Dave"

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

"Dave is a great guy very knowledgeable, honest and helpful. I would highly recommend him."

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

"The experience my wife and I had with Dave Williams was absolutely sensational! Income protection, life insurance, disability protection etc can indeed be a confronting topic to discuss, however Dave made us feel extremely comfortable the whole way through the process. His knowledge was fantastic and of course we had a look at some other options but the package price Dave presented to us was unbeatable. Highly recommenced and thanks again Dave for all your help and support!"

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

"Dave is a personable and straight forward adviser who showed both care and knowledge when working though our needs. He made the information easy to understand and meaningful to us. Thank you."

  • Insurance Protection
  • Small Business Advice
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave has years of experience in the insurance field which is demonstrated in an easy to understand but thorough approach. He saved me money while also getting the best options available for me and my family. I have no problem with recommending him for all work insurance needs."

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

"Dave is very thorough and experienced in the many complexities associated with insurance, yet provides recommendations in a summarised way to clearly explain what each component provides"

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

"Dave is very friendly & informative, he provided a range of options that suited my needs and was comfortable with. Very happy with the service provided and would highly recommend"

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

"Dave was extremely informative, patient and receptive to our needs. He made the entire process stress free and his informal approach towards his clients makes him very relatable. I will be recommending his services to all our friends and family."

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

"Dave is very down to earth and professional and made a somewhat daunting process very simple!!!! Highly recommended."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Small Business Advice
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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