MenuDavid Benney CFP®
About Me
I am an experienced financial advisor, over thirty years of advising clients in wealth management and superannuation. I am a Director of Bastion Financial Group financial planners, and welcome inquiries for advice for business owners and executives, medical professionals. We are a fee for service practice with the highest ethical and professional standards, adhering to the FAAA Code of Professional Practice.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 34 Years -
Licensed By Godfrey Pembroke Group Pty Ltd
