MenuDavid Page CFP®
About Me
David is a senior Financial Planner with particular expertise in the areas of retirement planning strategies, self managed superannuation, and wealth creation. David blends high level technical knowledge with an easy to understand communication style. He has been successfully assisting personal and corporate clients to achieve their financial goals for over twenty years.
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 21 Years -
Licensed By Gild Wealth Pty Ltd
