David Crase CFP®

David Crase CFP®

About Me

Chartered Accountant
Certified Financial Planner
Chartered Tax Advisor
Fellow of Australian Institute of Company Directors
Registered Tax Agent

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 22 Years
  • Licensed By
    Licensed By Carlshurst Investments Pty Limited
CERTIFIED FINANCIAL PLANNER®