David Isaacs

Quadrant Wealth

5.00
4 Reviews
Gold
18 Yrs Experience
Bondi Junction, NSW 2022

Recent reviews

Quadrant Wealth

Suite 1205, 1 Newland Street
Bondi Junction, NSW 2022

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2004
  • Years of experience 18
  • Highest qualifications
    • Chartered Financial Analyst (CFA)
    • Bachelor of Commerce (Honours)
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting

Licensed by

Quadrant Wealth

AFSL 507683

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

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5.00

"David is knowledgeable, a good investor, on top of markets and managers as well as insurance and always incredibly helpful and efficient."

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

"Pam 2036"

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

"Having worked in Financial services (including client advice) for 17 years, I have not come across a more professional and diligent advisor previously. David is genuine and insightful in his approach and plays a critical role in both mine and my families financial decisions. Highly recommend David."

  • Superannuation
  • Insurance Protection
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I found David to be honest and ethical, and he was only after my best interests. I highly recommend him to all my friends, family and work colleagues."

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—4 of 4

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

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2010

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Witwatersrand, Johannesburg
Completed
1999

Chartered Financial Analyst (CFA)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
CFA Institute (CFA)
Completed
2004

Bachelor of Commerce (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of South Africa
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Professional Memberships

CFA Institute (CFA)

Membership type
Chartered Financial Analyst

Financial Planning Association of Australia (FPA)

Membership type
AFP
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