David Loughnan

Elements Financial Planning

Silver
8 Yrs Experience
Maroochydore, QLD 4558

David Loughnan has worked professionally with clients from all walks of life, including tradespeople,Doctors,Lawyers, Professionals and self- employed through to managers, high net worth individuals, large corporations, small business owners and multimillion dollar clients.

David treats everyone with exactly the same courtesy and respect…! He has a complete under- standing of the financial planning process.

David works hard towards optimising and improving your financial and tax position by listening to your personal needs, objectives and concerns and providing professional solutions.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Small Business Advice
  • 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 Silver
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Elements Financial Planning

Kon-Tiki Business Centre L4, 55 Plaza Parade
Maroochydore, QLD 4558

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Spark Advisors Australia Pty Ltd

AFSL 380552