David Howie CFP®
About Me
I have worked in the financial planning industry since 2011 and am passionate about understanding and forming long term relationship with clients.
As a Certified Financial Planner®, I thrive on having meaningful discussions with clients identifying their lifestyle aspirations, financial objectives and personal values. I specialises in developing comprehensive financial strategies tailored to a client’s specific objectives and needs and, via regular reviews, ensuring these strategies continue to meet the client's needs.
Away from the office, I spend time with my young family raising two children, Ava and Will, with his wife Tennielle. My favourite annual family holiday destination is Halls Gap and I enjoys spending time in the great outdoors along the Surfcoast and am a keen cyclist, with enough bikes to cover any surface.
I have an easy going nature and friendly smile, and enjoy being around people and sharing a laugh or two.
Areas of Focus
- Aged care
- Cashflow management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 13 Years
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Licensed By Muirfield Financial Services Pty Ltd