David Kayser CFP®
About Me
David is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Accountant. David’s accounting background and high level of technical knowledge and expertise in dealing with all aspects of financial planning enable him to explain comprehensive strategies, provide exceptional service and ongoing advice to clients, to ensure that they achieve their financial and lifestyle goals.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 25 Years
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Licensed By Ddma Pty Ltd