David Costa

I have been working in the financial services industry since 1993 and providing financial advice services to clients since 2003.

Formed in 2008, CMV Financial Services provides quality, personalised financial advice to help you to protect, maximise and grow your personal wealth. We will work with you to understand your financial circumstances, including income, investments, assets and liabilities, and your short and long-term goals in terms of lifestyle, family considerations, working life and retirement.

Once we understand your financial position we will help you to create a personalised plan to facilitate the achievements of those goals. If there is any significant change to your situation, we will work with you to revise the strategies and goals in the financial plan accordingly.

CMV Financial Services is strategically aligned with Affinia who is independent of the major banks and AMP for licensing and compliance. Therefore clients are reassured that CMV Financial Services is not conflicted by bank owned licensees and has a full and open approved product list.