Davids advice with our super funds and retirement plans have been excellent
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.
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.
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.
We have always had full confidence and trusted David's sound financial advice to assist all our concerns & needs.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 1989
- Years of experience 33
- Diploma of Financial Planning (1-8)
Wisdom Wealth ServicesSuite 4a, Level 1, 26 Gordon St
Coffs Harbour, NSW 2450
- 9:00am – 5:00pm Monday – Friday
Infocus Securities Australia Pty Ltd