David Jackson

First Financial Pty Ltd

Silver
22 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday
  • 9:00pm – 5:00pm Tuesday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 9
  • First year providing advice 2000
  • Years of experience 22
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

First Financial Pty Ltd

AFSL 481098

4.85
9 Reviews
5
4
3
2
1
4.85
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—9 of 9

Sort by

5.00

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Government Assistance
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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.'"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David has been most helpful, in the past with centrelink, self managed super funds, and we feel very confident with the advice he shares with us. David explains everything in simple language so we can understand whats happening in the Financial area."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We have relied on David's advice on financial matters for many years. He communicates clearly and has demonstrated expert advice on our SMSF. He has always had our needs and wishes in mind and we find him be honest and caring. We always feel that we matter to David and that we get impartial and independent advice on all our financial matters."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent communicator. Sound financial knowledge. Trustworthy and honest."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have been using David for many years. His advice initially related to my Superannuation funds and more recently my self managed super funds. His advice is always clearly spelled out to ensure I fully understand. His use of the whiteboard is of great assistance in understanding precisely the strategy and value of my funds. I am very confident of the advice given matching my requirements. David always made himself available and was always patient and gave me all the time needed."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—9 of 9

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2006

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand David's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was David able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that David's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend David to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with David?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where David provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of David may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with David Jackson
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens