David Pamenter

On Par Financial Planning

5.00
13 Reviews
Gold
16 Yrs Experience
Ipswich, QLD 4305

Recent reviews

On Par Financial Planning

88 Limestone St
Ipswich, QLD 4305

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 13
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualification
    • Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Millennium3 Financial Services Pty Ltd

AFSL 244252

5.00
13 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

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

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

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

"David and his team are consummate professionals who provide pragmatic and valuable advice. There is no task that is too much trouble and David always listens and tailors his approach to achieve the client's objectives and financial well being whilst employing a responsible and diligent approach to managing risk. David and his team understand the importance of supporting the needs and objectives of existing clients. I would not hesitate in recommending David and his colleagues and thoroughly endorse On-Par as a 'stand out' in its field that provides bespoke and individual client focused services with a 'value added' edge."

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

"I have been a client of David's for over 15 years and have been very happy. I recomended my Daughter to David regarding budgeting, superannuation and finance and she too is extremely happy with the Service we get from OnPar Financial Planning."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is an excellent Advisor and I have no issues recommending him. Regardless of what we discuss with him he is able to explains things in a way that is clearly understandable. As a client I feel very confident that the advice he provides to me is not only right for me but also for my family."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have been with David for over ten years and are very satisfied with his service. We would have no hesitation in recommending him as your financial adviser"

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

"David has a very caring nature and with his expansive knowledge we are more than happy with the service David provides for us. Rhonda & Peter 4300"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2006

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
AFP
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