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.
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.
David is an exceptional financial adviser. My husband and I feel we can call on him any time as he always makes time to answer our questions. We are an elderly couple but always understand what David is advising as all communication is couched in a manner appropriate to our ability to understand. I would recommend David to anyone in view of his courteous, patient manner and professional approach. Susan.
David Willis is an excellent financial adviser who is highly knowledgeable and experienced in the industry. He is a great communicator who is always available and quick to respond to any inquiries. He has a talent for explaining complex financial concepts in an easy-to-understand manner. David is committed to providing the best possible advice and strategies to help his clients achieve their financial goals. I highly recommend David to anyone in need of financial advice.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2006
- Years of experience 17
- Master of Financial Planning
Ascentia Financial Group Pty LtdElkhorn Centre - West, Level 1, 29 Elkhorn Ave
Surfers Paradise, QLD 4217
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
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