David Hasib
Financial Adviser
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About
David Hasib is an ASIC-registered financial adviser based in Chatswood, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. David has a strong foundation in financial planning, holding an Advanced Diploma of Financial Planning from Integrity Education Group (2017) and an Accredited Aged Care Professional Program certification from Aged Care Steps (2025). His qualifications also include Estate Planning & Professional Responsibilities from Macquarie University School of Law (2003), Investment Planning 2 from Kaplan (2009), Margin Lending and Geared Investments from Kaplan (2011), and Taxation Fundamentals from Kaplan (2014). David is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact David today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Hasib offer?
David Hasib provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does David Hasib have?
David holds an Advanced Diploma of Financial Planning, an Accredited Aged Care Professional Program certification, and qualifications in Estate Planning, Investment Planning, Margin Lending, and Taxation Fundamentals.
What is the first step in working with David Hasib?
The first step is to schedule a consultation to discuss your financial goals and needs. This allows David to understand your situation and determine how he can best assist you.
How can David Hasib help me plan for my retirement?
David can help you develop a comprehensive retirement plan that takes into account your current financial situation, your desired lifestyle in retirement, and your risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve your retirement goals.
What can I expect during my initial consultation with David?
During your initial consultation, David will ask you about your financial goals, current financial situation, and risk tolerance. He will then explain his services and how he can help you achieve your goals. You'll have the opportunity to ask questions and determine if David is the right financial advisor for you.
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