David has been our adviser for many years now and has always provided excellent service and we would be pleased to recommend him to others. He has a detailed and broad level of knowledge in all macro and lesser aspects of the financial advice industry. He provides regular detailed updates and recommendations that match our needs and he provides easy to understand and comprehensive reasons for any proposed changes.
David has given Donna and I excellent advice and guidance in establishing our SMSF quite some years ago. He has been able to explain numerous superannuation matters in a clear and concise way over our journey. David demonstrates a very caring attitude as well having high ethical standards in all our dealings. We have full confidence in David and his 'team' and the advice and guidance they provide.
David has provided assistance in our long term financial planning strategies for a number of years. He has covered strategic investment options, risk mitigation, improved tax strategies and the benefits of a SMSF (and much more) A very personable and competent financial advisor and we always leave his office feeling like our time has been well spent investing in our financial future.
David and his team give me advice in areas including Superannuation, Retirement planning and dealing with Centrelink. 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 always receive David's full care and attention when I need it.'
David has given us advice in the areas listed previously and was, in most cases, able to explain and answer our questions in a clear, succinct manner. We are very confident that David is knowledgeable and experienced and that the advice he has given was right for our situation. David has always been readily available to give attention when needed.
First Financial Pty LtdLevel 9, 90 Collins St
Melbourne, VIC 3000
- 9:00am – 5:00pm Monday
- 9:00pm – 5:00pm Tuesday – Friday
- Adviser status Silver
- Number of reviews 9
- First year providing advice 2000
- Years of experience 23
- Certified Financial Planner (CFP)
First Financial Pty Ltd