David Newberry
Financial Adviser
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About
David Newberry is an ASIC-registered financial adviser based in Tamworth, NSW, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy (2012) and an Advanced Diploma of Financial Planning from Mentor Education (2016), David has a strong foundation in financial planning principles. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. David is authorised to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. He can help you navigate the complexities of investment life insurance, life risk insurance, retirement savings accounts, and government debt securities, ensuring you make informed decisions aligned with your specific needs and circumstances. • Superannuation advice to maximise your retirement savings • Comprehensive insurance solutions to protect you and your family • Retirement planning strategies for a comfortable future • Investment advice to grow your wealth • Personalised financial plans tailored to your unique situation Ready to take control of your financial future? Contact David today to schedule a consultation and discuss your goals.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Newberry offer?
David Newberry specialises in superannuation advice, insurance solutions, and retirement planning strategies. He can also provide guidance on investment life insurance, life risk insurance, and government debt securities.
What qualifications does David Newberry have?
David holds a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy and an Advanced Diploma of Financial Planning from Mentor Education. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process of working with David Newberry?
The process typically begins with an initial consultation to understand your financial goals and current situation. David will then develop a personalised financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your evolving circumstances.
How can David Newberry help me with my superannuation?
David can provide expert advice on optimising your superannuation contributions, selecting appropriate investment options, and planning for a comfortable retirement. He can help you navigate the complexities of superannuation legislation and ensure you are making the most of your retirement savings.
What should I expect from a financial planning session with David Newberry?
You can expect a comprehensive assessment of your financial situation, clear and easy-to-understand advice, and a personalised plan of action to help you achieve your financial goals. David is committed to providing ongoing support and guidance to help you stay on track.
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