David Berg

Adrians Private Wealth

Platinum
19 Yrs Experience
Fortitude Valley, QLD 4006

Recent reviews

Adrians Private Wealth

60 Baxter St
Fortitude Valley, QLD 4006

At a glance

  • Adviser status Platinum
  • Rating 4.85
  • Number of reviews 12
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • 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

Licensed by

Adrians Wealth Management Pty Ltd

AFSL 522841

4.85
12 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 12

Sort by

5.00

"David has been my adviser for more than 10 years. His pleasant manner has made communication easy. Nothing has ever been a problem for him no matter how minor my request or question. David is very knowledgable and up to date with recent trends. He has relieved me of any stress regarding my finances as he demonstrates a high degree of competence. I am very grateful for David's expertise."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband & myself have always found David to be a very friendly, caring & extremely patient person. He takes time to explain & make sure that we understand the process of how & where he is investing our super. Each time after we have spoken to David, we feel happy & confident that our money is being managed well & every effort is being made to improve our finances."

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

"David listens to financial goals and, using investment expertise, provides advice that best helps in achieving said goals. David successfully translates technical knowledge, explaining systems and processes in layman terms."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has looked after our SMSF for many years since he first became licensed. He impressed us with his foresight & his attitude towards investment in general which matched ours. When faced with career decisions he took the decision to change his employer due to their policy changes regarding investment strategies. We gained confidence in him personally at that point & followed him on his professional journey. We could not be happier with David."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I found David to be very professional. He is personable and explained things in a manner that was easy to follow. All fees were made clear. He used initiative and addressed issues that I had not even considered. I would feel comfortable in recommending him."

  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is competent and very professional. He takes care to understand my circumstances and my goals and tailors his advice accordingly to meet my needs. All options and the choices I need to make are fully explained in terms I can understand and the fees and other costs are clearly set out. He is very personable and makes it easy for me to ask the dumb questions. I would recommend him to anyone."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent advise and truly understands my financial situation"

  • Superannuation
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have known David and received financial advice for a number of years and found he always understands my financial needs."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has always provided strategic advice within a comfortable timeframe such that implementation has not been rushed. He has also given the advice that aligns with our own risk profile and that has delivered a financial outcome that has meet our expectations for retirement. Trust between us is unquestionable."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found what David had to say was very informative and he made it easy for us to understand what we would have in our retirement, and our questions were answered."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 12

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

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

FASEA Exam

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Master of Financial Planning

Level
9 - Masters Degree
Institution
Griffith University
Completed
2003

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Bachelor of Commerce (Finance and Banking)

Level
7 - Bachelor Degree
Institution
Griffith University
Completed
2002

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate

SMSF Association (SMSF)

Membership type
Associate
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