David Silver

Benchmark Financial Services

Gold
15 Yrs Experience
West Melbourne, VIC 3003
I have worked in the financial advice industry since 2001 after completing a Degree at RMIT in Business, majoring in Financial Planning. My service focuses on holistic financial advice, which includes both wealth accumulation and protection strategies. These strategies include advice relating to superannuation, life insurances, investments (including shares) and estate planning. Our business is built on its long term reputation and referrals from our valued clients.

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Business (Financial Planning)
  • Language spoken
    • English

Benchmark Financial Services

G01, 420 Spencer St
West Melbourne, VIC 3003

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Ri Advice Group Pty Ltd

AFSL 238429

4.85
9 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"David has advised my parents for many years and has helped me set up well for the long term. He provides the full picture in an accessible way for super and insurances and also has a really strong grip on all the macro trends. Thanks David."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very grateful for his advice and contribution. He is experienced is MANY areas."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is awesome. He is a knowledgable, supportive and responsive Adviser who takes pride in his service and is passionate about his craft. I would highly recommend him to anyone."

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

"We believe that David is a most competent and professional adviser. He is friendly and easy to talk to. We feel we are in good hands with him looking after and advising us on our finances. We would be happy to recommend him to our friends."

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

"I am very happy that David is helping me with the financial side of my life. It means I can feel confident about the future."

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

"David's expertise is much appreciated. He always follows through with anything I ask and gets back to me promptly. I find David very easy to talk to and he always listens and suggests several options that he thinks may suit my requirements."

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

"I have found David (and his team) to be professional, reliable and easy to communicate with. This gives me a feeling of security in the ever changing financial world that they work in."

  • Insurance Protection
  • Retirement & Pension
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David is a very warm individual who makes us feel confident regarding our future wealth management strategies. In fact a visit to David is a very enjoyable occasion, Steve 3088"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"David always responds promptly to my queries. I am very comfortable with his quiet, non pushy manner."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Bachelor of Business (Financial Planning)

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2007

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Silver
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens