David Robson

Wisdom Wealth Services

Gold
33 Yrs Experience
Coffs Harbour, NSW 2450

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • 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 St
Coffs Harbour, NSW 2450

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Infocus Securities Australia Pty Ltd

AFSL 236523

4.80
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.80
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"Davids advice with our super funds and retirement plans have been excellent"

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

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

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

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

"We have always had full confidence and trusted David's sound financial advice to assist all our concerns & needs."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

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

"Dave has been very co-operative on short notice. The complicated arrangements worked out well."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David and his team are always available to answer any question and he responds promptly - Doug"

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

"Always approachable, clear, and friendly."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

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
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