David is always responds quickly to our questions or requirements. Happily fits our meeting times around our busy work commitments.
I have found David to be kind, considerate and caring. His advice has been very beneficial. I would recommend David to any of my friends or relatives for any financial advice.
David provides an expert, professional,and friendly service. He always responds promptly to any inquiries. We are very confident with the advice David provides and we always enjoy catching up with him.
David helped my husband and I review our farm operation , off farm income from executive and directorship roles and investments and tailor some more effective options for us . These have worked well with most of the initial leg work undertaken by David. He provided professional and timely advice and we would certainly recommend him.
Consilium Private Wealth20 Cooks Outlet Rd
Loch, VIC 3945
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2007
- Years of experience 16
- Bachelor of Economics
Capstone Financial Planning Pty Ltd