David Taylor

Live Well Financial Planning

Silver
20 Yrs Experience
Canterbury, VIC 3126
There are not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We charge a flat fee based on the advice you require, not the assets you are investing.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2002
  • Years of experience 20
  • Highest qualification
    • Foundation Diploma of Financial Planning
  • Language spoken
    • English

Live Well Financial Planning

Shop 1, 59 Canterbury Rd
Canterbury, VIC 3126

Opening hours

  • 8:00am – 5:00pm Tuesday, Thursday – Friday
  • 8:00am – 8:00pm Monday, Wednesday

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

4.90
3 Reviews
5
4
3
2
1
4.65
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

"I found David to be very professional. David listened to my needs and answered any questions that I asked clearly, and made it all very easy for me to understand. I would have no hesitation in recommending David and will continue to use David for all my financial planning needs. Melissa 3161"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My wife and I couldn't be happier with David's service and advise. His professionalism really stands out."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"My husband was hesitant to engage with a Financial Planner but after meeting David he now feels much more confident about our financial future."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • 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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Foundation Diploma of Financial Planning

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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