Dave Vaughan

Loudon and Vaughan Private Wealth

Gold
8 Yrs Experience
Cronulla, NSW 2230
Dave Vaughan B.Comm, DipFP, 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. 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.

Expertise

  • 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 Gold
  • Rating 4.90
  • Number of reviews 57
  • First year providing advice 2014
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce
  • 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

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
57 Reviews
5
4
3
2
1
4.95
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 57

Sort by

5.00

"Since our first dealings with David almost 9 months ago we have had nothing but professional and timely service in all aspects of our business dealings. His professionalism and dedication to his clients is above and beyond. We look forward to a long and happy relationship with David as our adviser. BZ David"

  • Superannuation
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Dave has given us advice in self managed super funds. He was prompt in replying to any questions we had. Dave was able to explain things to us in a clear way. Through Dave's knowledge and experience, I feel very confident that the advice given was right for our needs. I received Dave's full care and replies when I needed it"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave has given me advice in areas including loan products, self managed super funds and investments. Dave was able to explain things to me in a clear way. Through Dave's knowledge and experience, I feel very confident that the advice given is right for my needs. I always receive Dave's full care and attention when I needed it."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional and comprehensive investment plan. My retirement is now secure and I have a clear understanding of my investments. My previous retirement plan would not have given me the outcome I wanted. Thank you for giving me retirement financial security. I highly recommend David and his company to everyone ."

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

"Dealing with David has been a pleasure. His advice and help has given us great confidence about the security and viability of our superannuation and retirement plans that we have setup with his guidance. His openness and willingness to help is great. He confidently and clearly answer any questions thrown at him reassures us that his knowledge is current, accurate and is focused on our interests."

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

"Dave has been fantastic in giving financial advice to myself and my partner. He is always available to chat to and we trust him completely."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave and his team are extremely knowledgeable and go that extra mile in order to assist you in all facets of advice and surety. If you have a question or matter you’re not quite sure of David and co are quick to break it down for you and leave you soundly aware and informed. Dave with his background was more that capable of assisting my transition from the ADF, and to set me for success in purchasing my home. Highly recommend."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We approached Dave looking for support with managing our savings. What we have received is significantly more then we imagined. Dave manages our Super, Insurances and Savings. He is approachable, real and highly professional providing advice on the best way in which to manage our finances. I would highly recommend his services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave is an extremely knowledgeable, understanding and helpful advisor who treats his clients needs as a priority. Would highly recommend. Mark 2036"

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Dave is my life saver! He came highly recommended when I dearly needed help to save my dwindling funds!!! Dave has turned my finances completely around to the point I can safely say I no longer worry about my future retirement as he has so capably managed it perfectly!!!!!! I have absolutely no hesitation in recommending anyone to use his highly professional and honestly orchestrated services!!!! I “ promise” you won’t regret it!! Three of my friends and my mother in law will back me on this, he has helped them as well!!!!! ........ Oh! ..... not forgetting ..... he’s also a nice guy!!! Great work Dave....... and thanks!!!! Pamela ! ??"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 57

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2013

Cavendish and ICFS Specialist SMSF Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2015

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2013

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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