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
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 66
- First year providing advice 2014
- Years of experience 12
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Loudon Private Wealth
41-51 Wentworth AvePagewood, NSW 2035
Opening hours
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 1:00pm Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Walker Lane Pty Ltd
AFSL 509305