MenuDavid Smith FChFP
About Me
Graduate Diploma in Financial Planning (GradDipFinPlan)
Diploma of Finance and Mortgage Broking Management
Bachelor of Science
Registered Tax (Financial) Adviser.
AFA – FChFP – Fellow Chartered Financial Practitioner of Association of Financial Advisers
F FIN – Fellow of Financial Services Institute of Australia
FBAA – Member of Finance Brokers Association of Australia
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 12 Years -
Licensed By Wealth Today Pty Ltd
