David Coghlan

Countrywide Advice

Bronze
19 Yrs Experience
Scoresby, VIC 3179

I am a Director of Countrywide Advice and Financial Advisor at Member Advantage Financial Services - we specialise in the provision of:

  •   Ongoing advice and service including regular portfolio reviews;
  •   Personal & Group Insurances (Life, TPD, IP and Trauma);
  •   Life investment products;
  •   Financial Planning;
  •   Superannuation strategies and retirement planning;
  •   Retirement income streams, including pensions and annuities;
  •   Budget and cash flow management;
  •   Debt management (including borrowing for personal purposes);
  •   Investments strategies (strategic asset allocation);
  •   Salary packaging;
  •   Centrelink and other government benefits.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Marketing)
  • Language spoken
    • English

Countrywide Advice

Level 2, 35 Dalmore Dr
Scoresby, VIC 3179

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665