David Chong

Whyplan Financial Services Pty Ltd

Gold
9 Yrs Experience
Calamvale, QLD 4116

Recent reviews

Whyplan Financial Services Pty Ltd

10 Nolan Pl
Calamvale, QLD 4116

Opening hours

  • 9:00am – 1:00pm Saturday
  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 18
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Shares & Investments
  • Financial Hardship
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

4.80
18 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
4.95
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"I have been a client of David's for the past four years and have always found him to be very knowledgeable, open and honest, working to the highest ethical standards. I have very much appreciated his accessibility, replying to messages even after hours and on weekends!"

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been our families trusted financial advisor for approximately three years. In that time he has provided professional, prompt, and down to earth advice on a range of matters which has included borrowing, superannuation, and insurance. We value David's expertise, responsiveness, and transparency - and look forward to working with him in the future as he helps us navigate our finances."

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

"David has given me advice in areas including loan products, self managed super funds and managing debt. David was usually 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 usually received David's full care and attention when I needed it in a promptly manner."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I am confident that David’s knowledge and experience was right for my needs. He is always responsive and gives attention when I needed advice. David is also able to explain things in a clear and concise way. Would highly recommend his services to anyone who needs it."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been giving me advice on my home and construction loans as well as a variety of insurances for me and my wife for over 5 years. David is very responsive and has taken the time and care to understand my situation and provide advice accordingly. He explains the different options available clearly and provides pros and cons of each option. This applies to both my loans, where he has worked hard to find me the best deals, and on investment options my self-managed super funds. I appreciate David's work and moral ethic and trust that his advice is sound and helpful to my situation."

  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been extremely helpful in meeting my needs and identifying the best investments and best mortgage for my current situation. He was always available to contact and always ensured that I understood what his advice was. I am very happy with his service."

  • Superannuation
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David is the type of financial planner who can be quite blunt , but at the same time there's no beating-around-the-bush. He always makes objective comparisons of all the available options when it comes to our financial needs, and this is really what we have been looking for; compared to our previous planner/ financial company where they are heavily affiliated with certain banks etc and will try to sell you those things."

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

"David gave a very quick response to all questions. Also, the explanations of loans, investments, insurance are clear, apparent, and comprehensive. And he is an honest man. trustworthy. I will definitely recommend him to my friends."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"David has given me advice on home loans and managing debt as well taking on active management of my superannuation. David understands my risk profile and personal goals and his advice is very much aligned. I feel David offers me his full care and attention every time I need it."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I approached David a few years ago to set up our insurance. David's experience and professionalism was an assurance that we had the right insurance to meet our needs. As our circumstances changed, David was on to it straightaway and made relevant recommendations. He is very responsive to queries and is always willing to share his knowledge with us. We feel extremely lucky to be able to tap into his expertise, and have since engaged him in other services like mortgage broking. I highly recommend David's services."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

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

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

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Self Managed Superannuation Fund (SMSF) Adviser (Personal Advice)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2019

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
2006

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Pinnacle Financial Services Academy
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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