David Ladeira
Financial Adviser
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About
David Ladeira is an ASIC-registered financial adviser based in Warilla, NSW, dedicated to helping clients achieve their financial goals. With a Bachelor of Commerce (Finance and Management) from The University of Wollongong and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education, David possesses a strong foundation in financial principles. David further enhanced his expertise through specialized training, including DPML Margin Lending, the ASX Accredited Listed Products Adviser (ALPA) Program, and the 5 Unit CFP Certification Program from the Financial Planning Association of Australia Limited. He also stays up-to-date with industry standards, completing FPC002B Ethics and Professionalism in Financial Advice. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. David's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact David Ladeira today for personalized financial advice tailored to your unique needs and aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Ladeira offer?
David Ladeira is authorized to provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does David Ladeira have?
David holds a Bachelor of Commerce (Finance and Management), an Advanced Diploma of Financial Services (Financial Planning), DPML Margin Lending certification, ASX ALPA accreditation and CFP Certification.
How does David Ladeira approach financial planning?
David offers personalized financial advice tailored to individual needs and aspirations, focusing on helping clients achieve their financial goals through comprehensive strategies.
What can I expect during my first consultation with David Ladeira?
During your initial consultation, David will discuss your financial situation, goals, and risk tolerance to develop a clear understanding of your needs. He will then outline potential strategies and solutions tailored to your specific circumstances.
Why should I choose David Ladeira as my financial adviser?
David Ladeira is a highly qualified and experienced ASIC-registered financial adviser dedicated to providing ethical and professional advice. His comprehensive knowledge and commitment to his clients make him a trusted partner in achieving your financial goals.
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