David Evers
Financial Adviser
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About
David Evers is an ASIC-registered financial adviser based in Gosford, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. David holds a Bachelor of Commerce from The University of Newcastle (1993) and is a Chartered Accountant with Chartered Accountants Australia and New Zealand (CA ANZ) since 1995. Furthering his expertise, David completed studies in Margin Lending and Geared Investments at Kaplan Higher Education in 2010 and became an SMSF Specialist Advisor with the SMSF Association in 2011. As a member of Chartered Accountants Australia and New Zealand and an SMSF Specialist Advisor with the SMSF Association, David adheres to the highest professional and ethical standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. David also offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice With a wealth of experience and a commitment to ongoing professional development, David is well-equipped to provide you with the expert advice you need to secure your financial future. Contact David today to arrange a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Evers provide?
David Evers specialises in superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are David Evers' qualifications?
David holds a Bachelor of Commerce from The University of Newcastle, is a Chartered Accountant with Chartered Accountants Australia and New Zealand, and is an SMSF Specialist Advisor with the SMSF Association.
How does David Evers approach financial planning?
David provides tailored advice based on your individual circumstances and financial goals. He focuses on building long-term relationships with his clients to help them achieve financial security.
What can I expect during my first meeting with David Evers?
During your initial consultation, David will discuss your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan designed to help you achieve your objectives.
Does David Evers work with SMSFs?
Yes, David is an SMSF Specialist Advisor with the SMSF Association and has extensive experience in providing advice on Self-Managed Superannuation Funds.
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