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.
David had explained things in detail very well and it gave us confidence to go ahead with plans that he set out for our future.
Very clear and concise on what is required.
Easy to get onto and always willing to assist.
Our retirement looked bleak, very bleak, until we spoke with Dave. We had absolutely no idea what we needed to do with our super and savings. Our retirement now looks very healthy and we will be able to live as we had hoped to. Dave is extremely knowledgeable, friendly and has been very patient with all our questions. Highly recommend to anyone who is looking to make the most of their hard earned cash. Thanks Dave much appreciated
Dave is friendly, courteous and easy to talk to. He has put our minds at ease regarding our retirement options and the whole process, so far, has been informative and simple. He was recommended to us and we would be happy to pass on the recommendation to others.
I found David to be very helpful as I transition from my job in Defence. His knowledge is at the top of the game and has always been able to assist me at any time. I would recommend David and his company to anyone who need advice and guidance on superannuation and making sure that you are setting your self up best for retirement.
- Adviser status Gold
- Number of reviews 66
- First year providing advice 2014
- Years of experience 9
- Master of Financial Planning
Loudon and Vaughan Private WealthSuite 4, 70 Croydon St
Cronulla, NSW 2230
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 1:00pm Saturday
- In person
- Video call
Walker Lane Pty Ltd