Financial Services
We have an in house financial adviser David Roberts.
David has extensive experience in the financial services industry, working in the industry for over 30 years and becoming a Financial Planner in 1992.
His aim is to assist his clients secure their financial security by understanding their personal needs, implementing strategies and partnering with them as a mentor to achieve their goals.
David holds a Diploma of Financial Services and is a Justice of the Peace.
As an Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS & Australian Credit Licence No. 231103. David is committed to providing you with a high level of service in a professional manner; including strategies to cover your
For contact and further details about David please click on the following link.
https://www.fiducian.com.au/david-roberts-financial-planner-eastgardens-nsw/
“A goal without a plan is just a wish” Antoine de Saint-Exupéry
David has extensive experience in the financial services industry, working in the industry for over 30 years and becoming a Financial Planner in 1992.
His aim is to assist his clients secure their financial security by understanding their personal needs, implementing strategies and partnering with them as a mentor to achieve their goals.
David holds a Diploma of Financial Services and is a Justice of the Peace.
As an Authorised Representative of Fiducian Financial Services Pty Ltd, ABN 46 094 765 134, AFS & Australian Credit Licence No. 231103. David is committed to providing you with a high level of service in a professional manner; including strategies to cover your
- personal risk needs,
- superannuation advice,
- wealth creation,
- pre-retirement and retirement advice including maximising Centrelink and ATO benefits, and
- assisting in your estate planning needs
For contact and further details about David please click on the following link.
https://www.fiducian.com.au/david-roberts-financial-planner-eastgardens-nsw/
“A goal without a plan is just a wish” Antoine de Saint-Exupéry