David Reed

The Retirement Advice Centre

Gold
19 Yrs Experience
Sutherland, NSW 2232
David is an award-winning financial adviser that specialises in retirement planning. He is the: * 2015 AFA Adviser of the Year (http://adviseroftheyear.com.au/) * 2015 National Most Recommended Adviser (Beddoes Institute) * 2016 Finalist Global Financial Planning Awards (GFPA) Founding his business in 2002, David and his team specialise in the development of modern retirement plans that aim to prepare people financially for virtually anything that may happen in retirement. Using evidence-based strategies as their core philosophy for money management, their superannuation and pension portfolio recommendations aim to deliver predictable outcomes with retirement income streams. The combination of evidence-based portfolios with modern retirement planning approaches provides you with: - * The comfort of knowing how much income you can live upon that is regularly assessed, * How long your retirement savings will last with the use of capital tracking, and  * The potential to provide financial support for your family today, fulfilling a 'living legacy'. Relying upon the science and maths of retirement, he takes a product agnostic approach to advising his clients. In September 2015, the Beddoes Institute conducted an independant survey with his clients.   David scored a highly impressive 9.4 out of 10 rating from his clients for his performance, including ratings of 9.7 for friendliness, 9.5 for trust, 9.4 for efficiency and 9.5 for accessibility. In recent years, David has written two books on gerontology, retirement psychology and modern retirement planning techniques. David has exciting plans for the launch of retirement lifestyle and coaching services so that retirees can prepare, and more importantly implement, actions to build an aspirational and fulfilling retirement using a scientific framework as a guide. He is a member of the FPA, AFA, SMSF Association, MDRT, Retirement Income Industry Association (USA) and is a certified Retirement Coach.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

We offer flexibility for clients to implement a transparent fixed fee price depending upon their needs. Alternatively they may choose to have an asset based fee if they deem it in their best interest.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business
  • Language spoken
    • English

The Retirement Advice Centre

Ground Floor Suite 204, 3-5 Stapleton Ave
Sutherland, NSW 2232

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

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5.00
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
David Reed profile photo

David Reed responded on November 2015

"Thanks for your favourable comments Ross. It's a pleasure providing advice to you and the family."

Showing review 1 of 1

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

  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2011

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2005

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Southern Queensland (USQ)
Completed
2005

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
SMSF Specialist Advisor
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