David Reed
Financial Adviser
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About
David Reed is an ASIC-registered financial adviser based in Sutherland, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education, along with ongoing professional development including FPC002B Ethics and Professionalism in Financial Advice, David possesses a strong foundation of knowledge and a commitment to ethical practice. As a member of the SMSF Association, David has demonstrated expertise in self-managed superannuation. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, and retirement planning. David can also advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. David's key services include: • Superannuation advice to optimize your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Retirement planning to secure your financial future • Investment strategies tailored to your individual needs and risk tolerance • SMSF advice and guidance Ready to take control of your financial future? Contact David Reed today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does David Reed provide?
David Reed offers advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. He can help you with all aspects of your financial planning needs.
What are David Reed's qualifications and professional memberships?
David Reed holds a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education and has completed FPC002B Ethics and Professionalism in Financial Advice. He is also a member of the SMSF Association.
What can I expect during my first meeting with David Reed?
During your first meeting, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How can superannuation advice from David Reed benefit me?
David can help you optimize your superannuation contributions, select appropriate investment options, and plan for a comfortable retirement. He can also assist with setting up and managing a Self-Managed Superannuation Fund (SMSF).
What is the process for getting financial advice from David Reed?
The process typically involves an initial consultation, a review of your financial situation, the development of a personalized financial plan, and ongoing support to help you achieve your goals. David will work with you every step of the way to ensure you understand your options and make informed decisions.
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