Dave Vaughan

Loudon Private Wealth

Platinum
12 Yrs Experience
Pagewood, NSW 2035

Dave Vaughan

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

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 a business a decade ago and have built long lasting relationships with my clients with a more recent name change to Walker Lane.

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 have found a niche helping military clients as the landscape for them is different. I understand military benefits and systems and can bridge the gap between military jargon and financial jargon that is something people find very helpful and rare in the adviser space.

Expertise

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

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 12
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Loudon Private Wealth

41-51 Wentworth Ave
Pagewood, NSW 2035

Opening hours

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

Meeting methods

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

Licensed by

Walker Lane Pty Ltd

AFSL 509305