David Gates

Gates Risk Management

5.00
6 Reviews
Bronze
37 Yrs Experience
Mount Eliza, VIC 3930

I have been in the industry since 1986 so have seen and experienced many changes both in Australia and the UK

My passion is to ensure my clients understand what risks they are exposed to and how best to mitigate them - Do we control/mitigate, do we retain or do we transfer that risk?

Each client is different so we build a bespoke strategy for each one

Expertise

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 1986
  • Years of experience 37
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Gates Risk Management

72 Wimborne Ave
Mount Eliza, VIC 3930

Opening hours

  • 10:00am – 1:00pm Friday
  • 10:00am – 5:00pm Monday – Thursday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857