David Romanovski

The Hopkins Group

Gold
12 Yrs Experience
Melbourne, VIC 3000
David is a Senior Financial Adviser with over 25 years experience in the finance industry. Before joining The Hopkins Group, he held a number of senior positions with NAB and BT Financial, mainly focused around providing strategic investment advice and financial analysis to clients and the wider business. During his career, he has helped clients with a broad range of financial planning strategies all specifically tailored to their goals and objectives. In his earlier years he completed a Bachelor of Economics at Victoria University and also achieved an Advanced Diploma in Financial Planning. David decided to pursue the financial advisory path to utilise his financial acumen, provide sound financial advice and share these skills with groups of people, and SMEs, to help shape their future with confidence and purpose. In his spare time, David is an accomplished chef, enjoys spending time with his family and follows the EPL, particularly Liverpool FC.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • 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 Gold
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2010
  • Years of experience 12
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Sentry Advice Pty Ltd

AFSL 227748

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"To be honest my brother and I would of been totally confused and very overwhelmed if not for the guidance and advise that he has given us over the past 12 months."

  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David provides my husband and I with advice on our super funds, shares and investments and insurance. He was extremely diligent, explained everything in simple terms and we bonded straight away from his ability to connect with empathy. We were extremely confident with David’s advice and knowledge in these areas and he went above and beyond with us on care and attention. It is a pleasure working with him."

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

"David has given me advice in areas including loan products, super funds, managing debt and insurance. David was always able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I consistently received David's full care and attention when I required it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"When I retired I had no idea what I needed to do with my superanuation and thankfully was introduced to David. He put me at ease with his very professional, friendly manner and also he picked up straight away that all of this for me was rather daunting. Most importantly he understood that I didn't want to take high risks as that was all my money and I was a little nervous about losing it. All of this was taken into consideration from day one and I left his office with a weight lifted off my shoulders, feeling very confident and so grateful that David was looking after my interests."

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

"David is a very highly skilled knowledgeable planner, who can tailor your portfolio to your needs and requirements. He has given me, advice and explained the importance of managing your super and various investments. His a great communicator, explains things easily. My confidence in David managing my portfolio has never wavered. His been my planner for 6 years. His advice was always tailored to my needs. Highly professional, approachable. Highly recommend David as a financial planner."

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

"David has given advice in looking after my superannuation in a professional and personal manner. The results have been very good and have set me up well for the future (I am about to retire). His work on consolidating my two separate supers I much appreciated, I am now much better set up for the future. I do believe I always received David's full care and attention when I needed it. He always made me feel personally comfortable."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David is very helpful and I would highly recommend his services."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have known David for many years and are extremely confident and comfortable in the advice he has given us. He is always available when we have questions or concerns which we feel is extremely important. He always listens to what we , the client are saying ."

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

"David has helped me with my super fund & managing my port folio."

  • Superannuation
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David has given me advice in managing super funds and how to build on my current assets. David has explained the options available clearly and I felt confident in his knowledge and advice to make my decisions. David has always been available if I needed further information and care."

  • Superannuation
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Business (Applied Economics)

Level
7 - Bachelor Degree
Institution
Victoria University (VU)
Completed
1994

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2001

Principles in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2013

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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