David Debono

Psk Financial Services

Platinum
18 Yrs Experience
Gregory Hills, NSW 2557
I have been in the financial services industry since 1993. I am passionate about helping our clients achieve their financial freedom. I am a Financial Planner and a member of the Association of Financial Advisers (AFA). I hold a Graduate Diploma in Financial Planning as well as Fellow Chartered Financial Practitioner and also a Justice of the Peace. Career highlights have been: 1993 Began with Bridges Financial Services, employed for 21 years. 2014 I joined Hillross Financial Services and 2021 transferred over to PSK financial services. I enjoy working hard for my clients to provide them with the financial freedom they have worked hard for and deserve.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.80
  • Number of reviews 34
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Psk Financial Services

Suite 3, 1 Gregory Hills Dr
Gregory Hills, NSW 2557

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665

4.80
34 Reviews
5
4
3
2
1
4.80
Clear communication
4.75
Knowledge & expertise
4.80
Customer care
4.75
Likely to recommend
Showing reviews 1—10 of 34

Sort by

4.75

"David has always been very helpful and clear in explaining thing to me.He has always given me good advice for my needs and I feel very confident in his knowledge and experience and is always willing to give me his time when I need it."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David provides me with clear accurate and prompt advice. I would not hesitate in recommending him to friends and family."

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

"David gave us advise on investments, obtaining benefits from CentreLink and general retirement question. Very knowledgeable and more than satisfied with service delivered."

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

"Very informative, polite and is always there if you need help, pleasure to deal with someone like David."

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

"David was my adviser 7 years ago and I felt very confident about contacting him again at his new office when current advisers could no longer handle my super funds. I’m quite happy to come down from Bateau Bay as I’m very happy with his past performances and wish I’d joined him earlier when he left the Parramatta offices. If I have any queries he gets back to me promptly and is very helpful."

  • Government Assistance
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David is very knowledgeable & experienced giving me confidence with my financial planning. David listened to my requirements and explained things in a clear way. I feel very confident that the advice given was right for my needs. David gave us care & personal attention when I needed his help."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Complex Investments
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We find David very helpful with all of our questions and he was able to greatly assist us with our transition to retirement. He is very knowable about the ins and outs of Centrelink and its workings which helped us considerably. He is always there to help with retirement questions by phone or email and always returns your call promptly."

  • Government Assistance
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David is very accommodating with his time and explanations, finding no question or concern a problem or insignificant. He has ably assisted me in my journey towards retirement offering sound and reliable advice which I feel is right for my needs."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David has given me advice on my retirement plans. He is very easy to talk to and appears to have a wealth of knowledge and experience."

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

"David has always been pleasant, understanding & helpful. He keeps in touch to make sure if I need any change , he can help."

  • Government Assistance
  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 34

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

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

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

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

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Services (Financial Planning)

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

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2004

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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