David Sutherland
About Me
David's clients have greatly benefited from his advice and there's no doubt that he always has his clients best interests and financial well-being as his highest priority. I really enjoy working with my clients and the opportunity I have to make a difference to their lives. I have over 30 years of financial Planning experience and I have a passion for understanding the needs of my clients and continually improving my knowledge and skills so I can provide the best possible advice </p>
Areas of Focus
- Aged care
- Divorce
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 29 Years
-
Licensed By Oreana Financial Services Pty Ltd