Derek Staib CFP®
About Me
Derek has been an adviser since 2004. His work experience is varied and includes a number of different roles in financial planning. Derek has completed an Advanced Diploma of Financial Services (Financial Planning) and is a Certified Financial Planner . Derek holds a Bachelor of Business degree. He is also a member of the Financial Planning Association of Australia (FPA). As part of the NAB Financial Planning team, Derek has the knowledge and experience to assist you in planning for your financial security and independence. He is able to provide specialist advice on all aspects of financial planning. In particular, Derek specialises in working towards your financial goals and addressing what is important to you. Derek's customer service philosophy is simple. He will provide quality professional advice and will work with you to develop a strategy tailored to your individual situation.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 21 Years
-
Licensed By Bridges Financial Services Pty Limited