David Minehan CFP®

Balanced Financial Management Pty Ltd 0412688... Contact

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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Newadvice Pty Limited
CERTIFIED FINANCIAL PLANNER®