David Hartley
Financial Adviser
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About
David Hartley is an ASIC-registered financial adviser based in Picton, NSW, dedicated to helping individuals and families achieve their financial goals with clarity and confidence. With a Diploma of Financial Services (Financial Planning) obtained in 2007 and an Advanced Diploma of Financial Planning completed in 2014, David possesses a strong foundation of knowledge and expertise. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. He specializes in assisting clients with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. His approach is centered on understanding each client's unique circumstances, needs, and aspirations to develop tailored financial strategies that deliver long-term success. Key services offered by David include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment advice • Life Risk Insurance 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 dreams.
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Frequently Asked Questions
What types of financial advice does David Hartley offer?
David Hartley specializes in providing advice on superannuation, insurance, and retirement planning. He also assists clients with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, tailoring his advice to meet individual needs and goals.
What are David Hartley's qualifications?
David Hartley holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of David Hartley?
The process typically begins with an initial consultation to discuss your financial goals and current situation. David will then develop a personalized financial plan tailored to your specific needs. Regular reviews and adjustments will be made to ensure the plan remains aligned with your evolving circumstances.
What can I expect from a consultation with David Hartley?
During a consultation, you can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a plan that aligns with your goals. David is committed to providing transparent and unbiased advice to help you make informed decisions.
How can David Hartley help me with my retirement planning?
David can help you develop a comprehensive retirement plan that addresses your income needs, investment strategies, and risk tolerance. He will work with you to determine the most suitable retirement savings accounts and strategies to help you achieve a comfortable and secure retirement.
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