Providing honest and reliable advice
David was very knowledgeable and prompt at responding to our concerns. He had our best interest in mind. He gave us good examples to help make things clear.
David is very knowledgeable and motivated to help his clients. He took the time to listen carefully to our concerns and desires. He was always available to provide excellent advice.
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!
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.
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.
- Adviser status Platinum
- Number of reviews 20
- First year providing advice 2013
- Years of experience 10
- Certified Financial Planner (CFP)
Whyplan Financial Services Pty Ltd300 Adelaide St
Brisbane City, QLD 4000
- 9:00am – 1:00pm Saturday
- 9:00am – 5:00pm Monday – Friday