David Posterino

AS Wealth Advisors

Platinum

10 Yrs Experience

Camberwell, VIC 3124

About David
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I have over 18 years’ experience in both the Financial Advising and Accounting Industry. I have previously worked in Business Advisory for a top tier Accounting firm, and as Financial Adviser for major bank in the Premium Banking realm. I hold a Bachelor Degree from Deakin University majoring in Accounting, Finance and Financial Planning, with specialisation in Self Managed Super Funds, Direct Equities and Business & Personal Insurance, and Aged Care

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

We are happy to discuss alternative fee arrangements for prospective long term clients

5.00 September 2020

I was introduced to David through my relationship with Joe from Wealth Arena. I was pleasantly surprised by David's knowledge and willingness to go above and beyond to help me with all of my questions. I highly recommend David's services to everybody and will be definitely returning for my annual reviews. thank you again David for all of your work

5.00 September 2019

David has given me advice in areas including Loan Products, Superannuation, and Managing Debt. David was usually able to explain things to me in a clear way. Through David's knowledge and experience, I feel Very confident that the advice given was right for my needs. I received David's full care and attention when I needed it

5.00 May 2019

David is a superstar! He understands investment strategy and is extremely well thought out in his advice. Highly recommend David if you want any alternate investment options as well as insurance advice.

5.00 October 2018

Thanks David, your assistance in super and tax strategies has saved me $$ and set me up for a more comfortable retirement. Super attentive and good bloke, you speak in simple terms and make it easy to understand. Cheers Craig

5.00 October 2018

David has helped me financially grow my bussiness in the right direction with the right advice

Adviser status Platinum
Rating 4.95
Number of reviews 24
First year providing advice 2014
Years of experience 10
Highest qualification
- Bachelor of Commerce (Financial Planning, Finance and Accounting)
Language spoken
- English