David Coghlan

Countrywide Advice

Gold
17 Yrs Experience
Doncaster, VIC 3108

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 Gold
  • Rating 4.50
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Bachelor of Business (Marketing)
  • Language spoken
    • English

Countrywide Advice

Office 8, Ground Floor, 600 Doncaster Rd
Doncaster, VIC 3108

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

Charter Financial Planning

AFSL 234665