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

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

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5.00

"David has been an absolute asset for us in terms of managing our finances. We went from being in a fair amount of debt to paying off those debts and advancing ourselves with savings. It’s been really great for peace of mind and we are well on our way to our first investment properly. I only wish we had found him sooner!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"As I had approximately 15 years left of my working life and I had a defunct Self Managed Super fund, I needed help in seeing how the future was going to work for me financially and how I could look after myself into and through retirment. David gave me some options and made it clear on how I would get to where I needed to be. He also helped me see that I was in a much better position if I followed a better designed path. The costs were manageable so I wasn't put off. Thanks for all your help along the way David."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was previously insured through the guidance of another financial planner until I had to make a claim. The claims process with my previous planner was more painful than the injury itself! Since making the change to David who was refereed to me through an associate of both of ours, I have had to undertake a number of claims. All of which have been stress free. David found problems with my current insurance setup and has also now insured me properly. I feel confident that the Insurance he has recommended, he has done so for my own benefit rather than his own financial reward. Whilst I hope that you never have to call him when in a crisis, like I did. But if you do, David is the man. Jim"

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

"We found David to provide an extremely valuable advice, a professional plan and a supportive environment. We found him dynamic, real, up front and a man of integrity. David has taken away the anxiety that we had associated with finances, he has put tools into place so that we can take control. David has empowered us on many levels, we always walk away from our appointments feeling up lifted and positive about our direction and our future!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Financial Friend for Financial Final Years – “It takes a lot for me to trust but after spending time with David Loughnan and his lovely wife we were so happy to finally believe in someone to guide us through to our financial retirement goal. Great people-great plan now excited about retirement thanks to David."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"After talking with David I knew he was the right person to handle our affairs and point us in the right direction. Although I consider ourselves as a small player I have been in contact with him on many occasions he has also initated many call to check on us. On things David has put into play for us he has saved us his fees three times over this year alone. We can not recommend David highly enough as he definely turned our finances and lives around."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

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

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

Qualifications & Training

Provide Advice (Self Managed Superannuation Funds)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2014

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Provide Advice (Margin Lending)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2014

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member

Tax Practitioners Board (TPB)

Membership type
Member
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