Dave Vaughan

Loudon and Vaughan Private Wealth

10 Yrs Experience
Cronulla, NSW 2230

Dave Vaughan

MFinPlan, Bcomm (Fin/Mgt), DipFP, DipFS, CertIV FMBM, JP 

I began working as an adviser in 2014 after a long career in the Australian Special Forces in the 2nd Commando Regiment. I had multiple overseas tours including 2 to Afghanistan.

I commenced study acheiving a Diploma in Financial Planning, Bachelor degree in Commerce (Major Finance) and then attended the AMP Horizons Academy to earn my financial adviser status.

I worked at a practice in Sydney's south for 2 years in which time I was awarded the AMP 2015 NSW "New adviser of the year". I also completed a Self managed super fund accreditation and Mortgage broking certificate. I then embarked on a Masters in Financial Planning through UNSW which I recently completed.

I started this business mid 2016 with a long time friend Warren and fellow soldier during my time in the Special Forces Commandos (2 commando regiment). We are called Loudon and Vaughan Private Wealth where I am continuing on my journey as an adviser with work and education. 

I love being an adviser as I value my personal relationships with my clients and a job where you make other peoples lives better is something you wake up to with enthusiasm. I had that previously with my military career, and have found a similar drive and job satisfaction with this career.


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

My fees

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

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 66
  • First year providing advice 2014
  • Years of experience 10
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Loudon and Vaughan Private Wealth

Suite 4, 70 Croydon St
Cronulla, NSW 2230

Opening hours

  • 8:00am – 7:00pm Monday – Friday
  • 9:00am – 1:00pm Saturday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Walker Lane Pty Ltd

AFSL 509305