David Nimmo
Financial Adviser
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About
David Nimmo is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a Diploma of Financial Services (Financial Planning) obtained in 2004 and further specialized training in Margin Lending & Geared Investments completed in 2011, David possesses a strong foundation of knowledge and experience. David is authorized to provide advice on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. This allows him to offer comprehensive solutions tailored to your unique circumstances and aspirations. Key services include: • Superannuation advice to maximize your retirement savings • Insurance solutions to protect you and your family • Investment strategies for long-term wealth creation • Advice on Government Debt Securities • Personalized financial planning to achieve your goals Whether you're planning for retirement, seeking to protect your assets, or aiming to grow your wealth, David can provide the expert guidance you need. Contact David today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does David Nimmo offer?
David Nimmo provides advice on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), and Government Debt Securities. He can help you create a personalized financial plan to achieve your specific goals.
What qualifications does David Nimmo have?
David Nimmo holds a Diploma of Financial Services (Financial Planning) from ThreeSixty (GWM Adviser Services) obtained in 2004. He also completed specialized training in Margin Lending & Geared Investments with Kaplan Professional in 2011.
How does David Nimmo's financial planning process work?
David's process begins with understanding your current financial situation, goals, and risk tolerance. He then develops a tailored financial plan, explains the recommendations clearly, and helps you implement the plan. Regular reviews are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect during my first meeting with David Nimmo?
During your initial consultation with David, you can expect a friendly and informative discussion about your financial goals and current situation. This meeting allows David to understand your needs and determine how he can best assist you. There's no obligation to proceed after the initial consultation.
Can David Nimmo help me with my superannuation?
Yes, David Nimmo is authorized to provide superannuation advice. He can assist you with optimizing your superannuation strategy, including contribution strategies, investment options, and retirement planning.
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