David Lunn
Financial Adviser
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About
David Lunn is an ASIC-registered financial adviser dedicated to helping individuals and families in Dee Why, NSW, achieve their financial goals. With a strong academic foundation including a B. Eng (Elec) Hons from the University of Technology, Sydney (1992), an MBA (Sub Fin) also from UTS (2000), and a Graduate Diploma of Financial Planning from the Securities Institute (2002), David combines technical expertise with comprehensive financial knowledge. David is also an SMSF Specialist Advisor with the SMSF Association (since 2006) and holds FPC002B certification from Kaplan Higher Education (2020), ensuring he remains up-to-date with the latest industry standards and regulations. David is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. • Superannuation advice, including SMSFs • Insurance solutions, including Life Risk and Investment Life Insurance • Wealth management strategies to grow and protect your assets • Retirement planning to secure your future • Investment advice, including Securities and Government Debt Securities Whether you're planning for retirement, seeking to grow your wealth, or need advice on superannuation, David is committed to providing personalized and professional financial guidance. Contact David Lunn today to discuss your financial needs and how he can help you achieve your objectives.
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Frequently Asked Questions
What types of financial advice does David Lunn offer?
David Lunn provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He can help you plan for your future, manage your investments, and protect your assets.
What are David Lunn's qualifications and experience?
David Lunn holds a B. Eng (Elec) Hons, an MBA (Sub Fin), a Graduate Diploma of Financial Planning, and is an SMSF Specialist Advisor. He has been providing financial advice since 2002 and is committed to ongoing professional development.
How does David Lunn approach financial planning?
David Lunn takes a personalized approach to financial planning, tailoring his advice to meet each client's unique needs and goals. He focuses on building long-term relationships based on trust and understanding.
What can I expect during my first consultation with David Lunn?
During your first consultation, David will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a customized financial plan to help you achieve your objectives. There is no obligation to proceed after the initial consultation.
Does David Lunn specialize in Self-Managed Super Funds (SMSFs)?
Yes, David Lunn is an SMSF Specialist Advisor and has extensive experience in providing advice on SMSFs. He can help you set up, manage, and optimize your SMSF to achieve your retirement goals.
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