David Clark
Adviser
I am fortunate enough to have been a financial planner for more than 20 years. Meeting a client’s financial goals and objectives is a focus. I enjoy the interaction with clients that my job provides, including developing trust and building rapport quickly. I also like the many “let’s get a coffee meetings”.
I can provide a range of services to meet your needs including:
- Wealth accumulation
- Personal insurance
- Investment advice
- Margin lending facilities
- Superannuation strategies and retirement planning, including SMSFs
- Retirement income streams, including pensions and annuities
- Budget and cash flow management
- Centrelink and other government benefits
Qualifications:
- Bachelor of Commerce (Economics & Finance)
- Certified Financial Planner (CFP)
- Member of FAAA
More about David:
- I was raised in Geelong, and I am married to Narelle with two beautiful children, who are growing up far too quickly.
- I enjoy playing golf, trying something new, travelling and dining with family & friends.