David Vanden Berg

Adrians Private Wealth

Platinum
19 Yrs Experience
Fortitude Valley, QLD 4006

Established in 1948, Adrians is one of Australia’s leading Advisory, Tax & Wealth Management firms. The firm has specialised in providing bespoke advice to generations of successful businesses and individuals. Privately owned by its Partners, it also holds its own Australian Financial Services License (AFSL) under it’s Private Wealth & Asset Management arm - Adrians Wealth Management Pty Ltd.

I have more than 18 years of experience providing advice to senior executives, small business owners and retirees. I have been with Adrians Private Wealth for 3 years joining the business to start the Private Wealth division of the firm and to further my work in in helping clients reach their goals. During my time in the finance sector, I have assisted many clients navigate through growing their personal and business wealth and transition into retirement.

Areas of expertise:

  • Generating Wealth
  • Estate Planning and Wealth Protection
  • Retirement Advice
  • SMSF Advice

Education and Qualifications:

  • Bachelor of Commerce, Banking Finance and Risk Management (Griffith University)
  • Master of Financial Planning (Griffith University)
  • CERTIFIED FINANCIAL PLANNER ®
  • Kaplan Certificate in Self-Managed Superannuation ™
  • Kaplan Certificate in Margin Lending and Geared Investments
  • Specialist Member of the SMSF Associated
  • Member of the FPA
  • Registered Tax (Financial) Adviser

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.90
  • Number of reviews 12
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Adrians Private Wealth

60 Baxter St
Fortitude Valley, QLD 4006

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Adrians Wealth Management Pty Ltd

AFSL 522841