David Robson
Wisdom Wealth Services
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 14
- First year providing advice 1989
- Years of experience 33
-
Highest qualification
- Diploma of Financial Planning (DFP 1-8)
-
Language spoken
- English
Wisdom Wealth Services
Suite 4a, Level 1, 26 Gordon StCoffs Harbour, NSW 2450
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
Sort by
Robert, 56 - 65 years, Coffs Harbour Dc, NSW
"Davids advice with our super funds and retirement plans have been excellent"
- Superannuation
Linda, 46 - 55 years, Boambee East, NSW
"I sort Davids expertise when my husband Trevor was diagnosed with a Grade 4 Brain Tumour. We had a Total Life Plan policy in place with Comminsure and he also had Super and we were seeking his advice as to what was the best way to use these funds. We also asked about Centrelink pensions etc that we may be available to us."
- Government Assistance
- Insurance Protection
- Cashflow & Income
Heather, 56 - 65 years, Yamba, NSW
"David has given us advise in budgeting for our requirement and managing and implementing our suoer funds into the pension fase. We feel the advise given was right for us at this time and we are sure that we will receive David's care and attention if or when required."
- Superannuation
- Cashflow & Income
- Small Business Advice
- Growing Assets
- Budgeting
Ross, 56 - 65 years, Sawtell, NSW
"I am absolutely delighted with the level of service that David has provided. His ability to explain what i consider as complex financial matters in an easy to understand way has been invaluable. I would have no hesitation in recommending his services to anyone."
- Superannuation
Graeme, 56 - 65 years, Corindi Beach, NSW
"We have always had full confidence and trusted David's sound financial advice to assist all our concerns & needs."
- Superannuation
- Retirement & Pension
- Growing Assets
Catherine, 56 - 65 years
"David's advise was great. He explained in detail what I needed to know and correspondence was fast and easy. I'd be happy to engage him again. Thank you."
- Superannuation
Don, 65+ years, Moonee Beach, NSW
"Dave has been very co-operative on short notice. The complicated arrangements worked out well."
- Self Managed SuperFunds
- Growing Assets
John, 65+ years, Woolgoolga, NSW
"We have been more than happy with David. He is helpful, informative, friendly and readily available to respond to our inquiries. He listens and understands what we want to achieve in our retirement. We enjoy his seminars which we find most informative. Highly recommended."
- Government Assistance
- Growing Assets
Doug, 65+ years
"David and his team are always available to answer any question and he responds promptly - Doug"
- Superannuation
Carol, 65+ years, Yamba, NSW
"Always approachable, clear, and friendly."
- Growing Assets
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Cashflow & Income
- Small Business Advice
- Tax Strategies
- Growing Assets
- Budgeting
Qualifications & Training
Margin Leading and Geared Investments
- Level
- 0 - Training / Exam / Other
- Institution
- Kaplan Professional
- Completed
- 2011
Diploma of Financial Planning (DFP 1-8)
- Level
- 6 - Advanced Diploma, Associate Degree
- Institution
- Financial Planning Association of Australia (FPA)
- Completed
- 2001
Professional Memberships
Financial Planning Association of Australia (FPA)
- Membership type
- Certified Financial Planner
- Opinion
- Services
- Comment
- Questions
- Details
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