David Batchelor

FMD Financial

Gold
24 Yrs Experience
Melbourne, VIC 3000
I’m the person you call when you want to get ahead faster and protect your money. You might be experiencing career change, facing divorce or retirement, or thinking about changing your lifestyle by downsizing; travelling, starting a new career, or simply wanting to make sure you’re on the right track and are maximising your opportunities. Financial planning is like planting a tree, the best time to do it is now (or ten years’ ago!). Then you can focus on living your life, while your wealth grows. I’m a big believer in financial planning 101, or ‘getting the basics right.’ There is place for complex or technical financial strategies, but most busy professionals benefit from simply meeting with a qualified adviser they can trust, assessing their total financial situation – from financial goals to assets and debt, insurance or retirement planning – and then putting strategies in place now that will have a big impact over coming years. Putting it off for too long is the big mistake. Supporting senior leaders in demanding careers – Executives, business owners, CFO’s, engineers and project managers – gives me great satisfaction because I know I’m taking something important off their minds. My clients understand the value of professional advice because they’re professionals too. Often they have the skills or interest to build wealth, but simply don’t have the time. So, they outsource that effort to me. Attention to detail, follow-through and innovative strategies are my strengths, so my clients can relax knowing once we’ve developed a plan to achieve their financial goals, I’ll be there to implement, monitor and review results. If you’re ready to take control of your financial future and want a partner to help you get there, get in touch. I’ll cover the cost of the first meeting so you can be sure I’m the right adviser for you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 1998
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

FMD Financial

Level 31, 367 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Thursday

Licensed by

Fmd Advisory Services Pty Ltd

AFSL 232977

5.00
1 Review
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing review 1 of 1

Sort by

5.00

"We have been seeing David for about three years. He has always been very professional, thorough and accurate in all his dealings with us. No complaints at all."

  • Insurance Protection
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Insurance Protection
  • Complex Investments

Qualifications & Training

Bachelor of Business

Level
7 - Bachelor Degree
Institution
Royal Melbourne Institute of Technology (RMIT)
Completed
2000

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
2001

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Certificate in Superannuation Management

Level
0 - Training / Exam / Other
Institution
Macquarie University
Completed
1991

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Batchelor
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens