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
David Gates has been my trusted insurance adviser for many years. I have no hesitation in recommending David for anyone seeking advice on life insurance, income protection insurance, trauma insurance, critical insurance, key man insurance etc.
David offers good sound advice. He communicates clearly and is knowledgeable on the latest government regulations around Super and Insurances. I would not hesitate to recommend David to friends.
David is very good at what he does, I would recommend him anyone look for insurance advice. His communication is very good and he is very attentive.
David was recommended to us and we've been extremely impressed with his advice and expertise. I'm by no means financially minded but he explains everything in terms I understand. Getting our insurances & super in order was something my husband & I talked about a lot but took us a while to get around to. I'm so glad we finally did, it's wonderful to have peace of mind knowing that you've got all bases covered for your family.
We found David to be extremely knowledgeable and he explained everything in a way that was easy to understand. Very helpful and we felt that nothing was too much trouble. We are more than happy to recommend him to friends and family.
- Adviser status Bronze
- Number of reviews 6
- First year providing advice 1986
- Years of experience 37
- Diploma of Financial Services (Financial Planning)
Gates Risk Management72 Wimborne Ave
Mount Eliza, VIC 3930
- 10:00am – 1:00pm Friday
- 10:00am – 5:00pm Monday – Thursday
- In person
- Video call
Affinia Financial Advisers Ltd