David Gates

Gates Risk Management

Silver
36 Yrs Experience
Mount Eliza, VIC 3930

Recent reviews

Gates Risk Management

72 Wimborne Ave
Mount Eliza, VIC 3930

Opening hours

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

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 1986
  • Years of experience 36
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

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

Licensed by

Affinia Financial Advisers Ltd

AFSL 237857

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has provided great service and is always prepared to follow through any query to ensure the best outcome for the client. I wouldn't hesitate to recommend his services to my friends and family."

  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Gates
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens