David Vanden Berg

Adrians Private Wealth

Platinum

21 Yrs Experience

Fortitude Valley, QLD 4006

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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

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

5.00 September 2016

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.

5.00 July 2016

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.

5.00 June 2016

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.

5.00 June 2016

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.

4.50 May 2016

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.

Adviser status Platinum
Rating 4.88
Number of reviews 12
First year providing advice 2003
Years of experience 21
Highest qualification
- Master of Financial Planning
Language spoken
- English

Fortitude Valley, QLD 4006 – Google Maps

Adrians Private Wealth

60 Baxter St
Fortitude Valley, QLD 4006

8:30am – 5:00pm Monday – Friday

Adrians Wealth Management Pty Ltd

AFSL 522841

David Vanden Berg

Adrians Private Wealth

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Adrians Private Wealth

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Adrians Wealth Management Pty Ltd