David Minehan CFP®
About Me
Having lived in Newcastle my entire life, I love this city and the community. I enjoy working with various clients, who all have a different story, different needs and different goals. The tools to help someone can be simple or complex, no one single solution suits everyone. I appreciate the long standing relationships I have with existing clients and appreciate the referrals they provide, be it family or friends. I have a Bachelor of Commerce from the University of Newcastle, both a Diploma of Financial Planning and Advanced Diploma of Financial Planning from Deakin University and the highest level of attainment with the industry as a Certified Financial Planner. Importantly I continue to study and learn.
Areas of Focus
- Aged care
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management

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Years of Experience 24 Years
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Licensed By Newadvice Pty Limited
