David always responds to calls/emails. During Covid19 David has taken the time to talk through risks & opportunities. Annual review was comprehensive based around well explained advise, portfolio adjustments in line with our goals.
David always displays great knowledge and experience with his financial advice provided to myself and my wife. He is very approachable, quick to respond and clearly explains strategies with my superannuation package that are relevant to our needs, market status and our lifestyle.
David was recommended to us from previous work colleagues, who he is currently managing their super/pensions funds. We have had a number of face-to-face meetings (through video conference) and a face-to-face meeting (including telephone chats) during a period of approx 12-18 months. During this time we were extremely confident and comfortable in David's broad knowledge and experience, his approachable disposition, upfront honesty and attention to our individual needs and situation. We continue and have always received immediate attention from David when information or advice has been requested.
I have always been able to contact and talk with David whenever I needed financial advice. His sound knowledge of the products he has access to has always been excellent and he has helped me to make what I consider are sound judgements in my financial dealings. David is a very caring person and I hold his advice in high regard.
David has given advice in areas including loan products, self managed super funds, managing debt and planning for retirement. David has been able to explain things to me in an extremely clear and precise manner. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I have received David's full care and attention and gone over and above with his attention to detail when I needed it.
On Par Financial Planning88 Limestone St
Ipswich, QLD 4305
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
- Adviser status Gold
- Number of reviews 13
- First year providing advice 2006
- Years of experience 17
- Diploma of Financial Services (Financial Planning)
Millennium3 Financial Services Pty Ltd