David McDowell

Bridges Financial Services Pty Ltd

Gold
10 Yrs Experience
Armidale, NSW 2350
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 2
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Bridges Financial Services Pty Ltd

28 Cinders Ln
Armidale, NSW 2350

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Bridges Financial Services Pty Ltd

AFSL 240837

4.75
2 Reviews
5
4
3
2
1
4.50
Clear communication
4.50
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

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4.75

"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."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2014

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2012

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2014

Master of Financial Planning

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2019

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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