David Hayes

Consilium Private Wealth

4.55
4 Reviews
Gold
15 Yrs Experience
Loch, VIC 3945

Recent reviews

Consilium Private Wealth

20 Cooks Outlet Rd
Loch, VIC 3945

At a glance

  • Adviser status Gold
  • Rating 4.55
  • Number of reviews 4
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Bachelor of Economics
  • Language spoken
    • English

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Small Business Advice
  • Tax Strategies

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.55
4 Reviews
5
4
3
2
1
4.40
Clear communication
4.40
Knowledge & expertise
4.70
Customer care
4.70
Likely to recommend
Showing reviews 1—4 of 4

Sort by

4.50

"David is always responds quickly to our questions or requirements. Happily fits our meeting times around our busy work commitments."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"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."

  • Superannuation
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Bachelor of Economics

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
1991

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2008

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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