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About me
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 am currently 2/3 of the way through.
I started this business mid 2016 with a long time friend and fellow soldier during my time in the Special Forces Commandos 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.
Authored by me:
Reviews
4.9
out of 5 starsJames
46-55 years old"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"
08 Jul 2019Alison
Under 35 years old"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."
12 Dec 2018Jennifer
46-55 years old"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 ."
12 Nov 2018Thomas
56-65 years old"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. "
12 Nov 2018Samantha
Under 35 years old"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. "
12 Nov 2018Kurt
35-45 years old"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. "
12 Nov 2018My Expertise
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Budgeting
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Growing Assets
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Insurance & Protection
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Managing Debt
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Retirement Planning
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Self Managed Super Funds
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Superannuation
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Tax Strategies
Key information
- Adviser rating
- Platinum
- Years Experience
- 6 Years
- Highest qualification
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Bachelor of Commerce (Accounting and Commercial Law)
- Industry Memberships
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1 total
- Address
- Unit 308 16 Wurrook Circuit
Caringbah, NSW, 2229 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Loudon And Vaughan Private Wealth
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Synchronised Business Services Pty Ltd
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Licensee owned by
SYNCHRON
My Qualifications
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Cavendish and ICFS Specialist SMSF Course (2015)
Level of Qualification: Training
Institution: University of Adelaide (UOA)
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Bachelor of Commerce (Accounting and Commercial Law) (2013)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Deakin University
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Diploma of Financial Planning (2013)
Level of Qualification: Level 5 - Diploma
Institution: Mentor Education
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Diploma of Financial Services (Financial Planning) (2011)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
AFP
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
James
46-55 years old"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"
08 Jul 2019Customer opinions
Alison
Under 35 years old"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."
12 Dec 2018Customer opinions
Jennifer
46-55 years old"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 ."
12 Nov 2018Customer opinions
Thomas
56-65 years old"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. "
12 Nov 2018Customer opinions
Samantha
Under 35 years old"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. "
12 Nov 2018Customer opinions
Kurt
35-45 years old"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. "
12 Nov 2018Customer opinions
Cassie
Under 35 years old"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. "
29 May 2018Customer opinions
Mark
Under 35 years old"Dave is an extremely knowledgeable, understanding and helpful advisor who treats his clients needs as a priority. Would highly recommend. Mark 2036"
17 May 2018Customer opinions
Pamela
56-65 years old"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 ! ??"
15 May 2018Customer opinions
Wanda
46-55 years old"I'm very happy with the financial plan Dave set out for me. He thoroughly explained all options suitable for my financial circumstances, then advised me on the financial plan that was right for me. Dave is easily contactable and is always happy to answer any questions. Wanda, 2516 "
08 May 2018Customer opinions
David and Jayne
56-65 years old"Very happy with service. Always contacts to see if everything is ok. If he hasn't got an answer for me when I call he gets back quickly with the correct solution. We have already recommended his services to many friends and relatives. Keep up the great work Dave David and Jayne Court"
07 May 2018Customer opinions
Van
35-45 years old"Dave is honest and genuinely cares about my financial future. I would recommend him to anyone after any sort of financial advice."
06 May 2018Customer opinions
Barbara
65+ years old"Dave has given me good advice and is very approachable."
06 May 2018Customer opinions
Kylie
35-45 years old"Dave is a down to earth and relatable person. He made the process simple for us to understand. The money that we have used to invest with is from an inheritance, and so it was important for us to be sensible with what we used it for. Dave was respectful of this and was able to offer us a wide range of options to choose from. He also gave us much needed help in building our Super, and being smart with how we invest it for the future."
05 May 2018Customer opinions
Sandra
46-55 years old"Dave has helped my husband and I set up tax effective strategies as we save for retirement. Dave is very honest, hard working and has our interests at heart. He is very good at simplifying complex information into a language we understand and we highly recommend his services."
04 May 2018Customer opinions
Peter
65+ years old"Highly recommend Dave for his excellent advice and attention to detail. Always available for advice and absolutely trustworthy. "
04 May 2018Customer opinions
Christina
35-45 years old"Dave has been great. Very personable and very knowledgeable. He and his team respond promptly and are always willing to help. "
04 May 2018Customer opinions
Margaret
65+ years old"Dave is a very competent, trustworthy and likeable young man."
16 Nov 2017Customer opinions
Tara
35-45 years old"Amazing service and advice tailored specifically for our situation. Dave has a great all round knowledge that serves his clients well. A pleasure to deal with. "
13 Nov 2017Customer opinions
Denise (Jolan)
56-65 years old"Dave is always available and very knowledgeable in his advice plus practical in what we can afford and expectations for our future."
13 Nov 2017Customer opinions
Nick
35-45 years old"Dangerous Dave is extremely knowledgeable and always fantastic to work with"
13 Nov 2017Customer opinions
Judith
56-65 years old"David really sorted out my super fund issues and now I have more money than ever. "
12 Nov 2017Customer opinions
Stephen
35-45 years old"Dave Vaughan's financial plan for our family included investment, small business, income protection, super and more. His knowledge on all these areas were excellent. He explained everything in detail to ensure we understood all the options available to assist us in growing our wealth. Dave is an experienced and honest professional who I would recommend to others. His ongoing advice gives me piece of mind and confidence in my family's financial future"
12 Nov 2017Customer opinions
Jennie
46-55 years old"Dave has been great every time we have met him. He is kind, polite, prompt, personable and very knowledgable. He makes it easy to understand the advice he gives us, as he explains it thoroughly. "
11 Nov 2017Customer opinions
Jana
Under 35 years old"David is a fantastic adviser; he is extremely knowledgeable, passionate, enthusiastic, hard working, reliable & always available to help. My husband and I had no idea about super & insurance but he explained everything to us in detail & made us well informed & comfortable in making investment decisions going forward. He is someone i would highly recommend & will use always moving forward. Thanks again, David"
10 Nov 2017Customer opinions
Danielle
46-55 years old"Dave is extremely efficient and knowledgeable. He is a pleasure to do business with."
10 Nov 2017Customer opinions
John
46-55 years old"I have known Dave for several years. Dave’s wealth of knowledge & attention to detail, responsiveness is at a very superior standard. Dave takes a lot of pride in his word, work & he continually value-adds to his clients portfolios."
10 Nov 2017Customer opinions
Craig
56-65 years old"David has been managing my self funded superannuation portfolio prior to, and since my retirement. He has provided options and great advice pertinent to my financial circumstances. He has answered questions and inquiries where required in a professional & timely manner. His openness & accessibility is another positive trait & I highly recommend him."
10 Nov 2017Customer opinions
Stuart
56-65 years old"Dave's care and understanding of my finances are smart and sensitive."
10 Nov 2017Customer opinions
Shaun
35-45 years old"Dave and Warren have provided sound advice, coupled with exceptional customer services. YM wife and I are very happy with the options presented, and the balance of risk and reward. Dave goes above and beyond to ensure we have a full appreciation of the advice, even to fly to QLD to prsent his advice. I have recommended Dave to my friends and collegues at work."
10 Nov 2017Customer opinions
Dan
35-45 years old"Dave speaks in plain English and honestly wants the best for his clients. "
10 Nov 2017Customer opinions
Jane
65+ years old"Dave has incredible knowledge of his field of work, researches the clients financial concerns, and provides accurate advice in a professional and timely manner. I recommend Dave as a financial adviser as he is trustworthy and very commited to his customers. Jane"
10 Nov 2017Customer opinions
Mark
46-55 years old"David is very approachable and knows his products well. I feel confident that he has our best interests at heart and will look after us well."
16 Aug 2016Customer opinions
barbara
56-65 years old"david has always been there for all my question .he responds quickly with an answer.his full of information and knows his job"
14 Aug 2016Customer opinions
Peter
56-65 years old"David is a solid hard working bloke who explains the many technical aspects of his domain in layman terms,which certainly put our minds at ease."
30 Jun 2016Customer opinions
Nick
Under 35 years old"I have been a client of Davids for 2 years now. In that time David has actively managed my account. He has always been available for discussion and to explain details to me. I have found David to be knowledgeable, approachable and demonstrate an interest in my future. His current expansion of financial knowledge through further education is a testament to his continual improvement in the field. I would highly recommend David. "
18 Feb 2016Customer opinions
Elliot
35-45 years old"David is great. He took time to understand our circumstances and objectives and came up with a range of options to meet our needs both now and into the future. Once we agreed a plan he stayed actively engaged to ensure things were set-up without and problems and regularly checks in to see how we are going. With our busy lifestyles, this hassle-free service was exactly what we needed to help us finally take control of our finances."
18 Feb 2016Customer opinions
Renato
35-45 years old"David's a person who really cares about his clients needs and requirements within the financial world. To the point that he did pro Bono work for my soon to be retired mother. A true gentleman and and honest Financial adviser. I would recommend David to any of my closest friends and family."
18 Feb 2016Customer opinions
Andrew
56-65 years old"David provided options for us to consider as I transition to retirement. He was always positive in his approach and a joy to deal with. I'd recommend to David to others in similar circumstances. "
29 Oct 2015Customer opinions
Richard
56-65 years oldN/A
29 Oct 2015Customer opinions
Micheal
46-55 years old"Dave's enthusiasm and passion for trying to help people is openly apparent which gives me the customer confidence that my finances are being and going to be well managed. "
29 Oct 2015Customer opinions
Craig
35-45 years old"We are not the kind of people who see financial planners but David was recommended to us and he was a great find. Dave was down to earth, knowledgeable and didn't try to put the hard sell on us or bamboozle us with finance jargon. He helped us navigate some very troubled financial waters with great skill and a smile on his face. My wife thanks him and so does my wallet. "
31 Aug 2015Customer opinions
Ian
56-65 years old"David explained everything in plain English so I could understand the complexities of how my super and salary sacrifice could benefit me in the long term.His advice and friendliness was what I was looking for when I made this decision to have him handle my super investments.I have recommended him to some of my friends. Ian 2226"
19 Aug 2015Customer opinions
Radu
35-45 years old"We are very happy with David's service. He is proactive, friendly, well informed and comited in finding a plan that best suits individual needs. He convveys to clients complex finacial strategies in a clear and accessibe manner. David exibits pasion and expertise, and is creative in finding suitable solutions and alternatives. "
14 Aug 2015Customer opinions
Cynthia
35-45 years old"David got all of our finances under control . He showed us options which we didn't know we had and has saved us money . I would highly recommend David . His knowledge and understanding of how to make your money work for you is invaluable. "
12 Aug 2015Customer opinions
Patricia
56-65 years old"David has literally been a lifesaver to myself. He has handled my superannuation planning in a very professional manner. His knowledge, expertise & explanation of the product structure of my portfolio made planning my retirement less stressful. I only wish I had known about him sooner. I am now looking forward to a great retirement. Thank you David for all your knowledge and planning, I am forever grateful."
10 Aug 2015Customer opinions
Anthony
56-65 years old"I found David to be very professional with a high level of expertise in the fields we were discussing. He took time to explain the concepts in a clear manner and promptly followed up with good advice. David also has a friendly and outgoing nature which is very confidence inspiring. "
10 Aug 2015Customer opinions
Margaret
56-65 years old"I feel very confident with David's advice and am much more comfortable having a plan for the future."
10 Aug 2015Customer opinions
Jessica
35-45 years oldN/A
02 Apr 2015Customer opinions
Barry
56-65 years oldN/A
12 Mar 2015Customer opinions
Angela
35-45 years oldN/A
04 Mar 2015Customer opinions
Janice
56-65 years old"Dave contacted me at about the same time I was thinking of changing funds as I could see too many charges taking my super contributions - after lengthy discussion I was very happy with the changes we have made for going forward. "
03 Mar 2015Customer opinions
Matthew
35-45 years oldN/A
26 Feb 2015Customer opinions
Tanneil
35-45 years old"David Vaughan has exceeded my expectations as a Financial Planner. I orginally saw David to review & consolidate my super accounts. I am extremely happy with the progress of my account so far. David obviously loves his job and it really shows in the level of service I received. I look forward to having an ongoing relationship with David in the future. He will be my first point of call when my financial situation changes."
25 Feb 2015Customer opinions
James
65+ years old"David fully understood what we looking to achieve and went further outside his original brief to improve our situation. He sought knowledge from his support team and was well prepared and followed up in a timely fashion. Thoroughly enjoyed working with him."
25 Feb 2015Customer opinions
Chris
35-45 years oldN/A
25 Feb 2015Customer opinions
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