I joined Roberts & Morrow Financial Planning in 2014, and I have 5 years’ experience as a financial adviser.
I am passionate about providing holistic financial planning advice to help my clients achieve their financial objectives and lifestyle goals. I develop strategies that are tailored to the clients’ situation, needs and aspirations.
I work with clients at all stages of life, by guiding clients towards meeting their lifestyle goals & objectives through cash flow, investment, risk mitigation, debt, retirement planning and estate planning advice.
I enjoy seeing my clients gain the confidence to make informed decisions, so they can get on with enjoying the things that matter most to them.
I am a Financial Planner, who has a Diploma and Advanced Diploma in Financial Planning and is a currently studying his Graduate Diploma in Financial Planning
I enjoy spending time with my family, going away for the weekends, having a barbeque with friends and I enjoy watching and playing all sports.
I charge a Statement Of Advice (SOA) fee from $2,000 to $5,000 depending on the complexity of the advice. Implementation costs are on top and are detailed in the Statement of Advice. My ongoing service fee ranges from $3,000 to $5,000 per annum charged on a monthly basis.
My wife and I have found David to be a knowledgeable and trustworthy financial advisor ,who seems to have our interests at heart,he is quick to inform us of any change that may effect our financial position and circumstances.
David is very easy to work with. He is knowledgeable, listens carefully to ascertain my goals and works hard to make them happen. I feel that he takes great satisfaction in seeing his clients succeed.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2012
- Years of experience 11
- Master of Financial Planning
Invest Blue Pty LtdLevel 1, 10 Finchley St
Milton, QLD 4064
- 9:00am – 5:00pm Monday – Friday
Amp Financial Planning Pty Ltd