David Barnett

Guide Financial Pty Ltd

Silver
7 Yrs Experience
Maroochydore, QLD 4558

Recent reviews

Guide Financial Pty Ltd

94 Memorial Ave
Maroochydore, QLD 4558

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.85
  • Number of reviews 2
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets
  • Budgeting

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

4.85
2 Reviews
5
4
3
2
1
5.00
Clear communication
4.40
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—2 of 2

Sort by

5.00

"David has given me advice in multiple areas including: Super, finances, Wills & Estate, Retirement Strategies and Managing Debt. David was always able to explain things to me in a clear way and then provide written follow-up. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I always received David's full care and attention when I needed it.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"David helped us get all our insurances together for life and our SMSF It was simple and we got given great advice on exactly who we should be insured by based on our own circumstances We would recommend David to anyone"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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