David Willis

Ascentia Financial Group Pty Ltd

18 Yrs Experience
Surfers Paradise, QLD 4217

As a trusted financial adviser at the Ascentia Financial Group, David Willis is dedicated to helping clients achieve their financial goals through personalised and strategic planning. With near two decades of experience in the financial industry and a deep understanding of the Australian financial landscape, David has the knowledge and expertise to help clients navigate even the most complex financial challenges.

David's approach to financial planning is grounded in a deep understanding of each client's unique needs and aspirations. He takes the time to get to know his clients and develop tailored solutions that help them achieve their financial goals. Whether you're looking to grow your wealth, plan for retirement, or protect your assets, David has the knowledge and experience to help you achieve your objectives.

At Ascentia Financial Group, we believe that everyone deserves access to sound financial advice and planning. That's why we offer a range of services and solutions designed to meet the diverse needs of our clients. With David's guidance and support, you can feel confident in your financial future and work towards achieving your goals with clarity and purpose.


  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Property Investment
  • Small Business Advice
  • Tax Strategies
  • Growing Assets

My fees

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

As a financial adviser, I offer initial complementary meetings with clients to discuss their financial goals and to determine the scope of advice required. All fees are agreed upon and detailed in a letter of engagement before any advice is provided, ensuring full transparency and understanding of the scope of work. Fees may range depending on the complexity of advice, and can be charged as a percentage of assets under management, a flat fee, or an hourly rate. This ensures that clients are only charged for the services they require, and fees are agreed upon before moving forward.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Ascentia Financial Group Pty Ltd

Elkhorn Centre - West, Level 1, 29 Elkhorn Ave
Surfers Paradise, QLD 4217

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Ad Advisory Services

AFSL 237058