MenuDavid Myers CFP®
About Me
Awarded and recognized Norwood based Financial Advice and Wealth Management firm specialising in Self-Managed Superfunds, Superannuation, Investment structuring (including trusts), direct investments (including equities), Wealth and Asset Protection (Life Insurance), and structural advice for High-Net-Worth Individuals, Family Groups, Businesses and professionals. Fee for service.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 32 Years -
Licensed By Orbe Solutions Pty Ltd
