David Smith
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
David Smith is an ASIC-registered financial adviser based in Winnellie, NT, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With a strong educational foundation including an Advanced Diploma of Financial Services (Financial Planning) and further specialist qualifications such as SMSF Specialist Adviser accreditation and Listed Product Adviser Program accreditation, David offers comprehensive and informed advice. David is a member of the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association, reflecting his commitment to upholding the highest professional standards. He is authorized to provide advice on a wide range of financial products, ensuring his clients receive holistic and well-rounded strategies. With David, you can receive expert guidance on: • Superannuation advice • Insurance solutions to protect your assets and loved ones • Wealth management strategies to grow your investments • Retirement planning to secure your financial future • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts Ready to take control of your financial future? Contact David today to schedule a consultation and discover how his expertise can benefit you.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does David Smith offer?
David Smith provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, and retirement savings accounts. He tailors his advice to meet the specific needs of each client.
What are David Smith's qualifications and memberships?
David holds an Advanced Diploma of Financial Services (Financial Planning), is an SMSF Specialist Adviser, and has completed the Accredited Listed Product Adviser Program. He is also a member of the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association.
How does David Smith approach financial planning?
David focuses on understanding each client's unique financial situation, goals, and risk tolerance. He then develops a personalized strategy to help them achieve their objectives, providing ongoing support and adjustments as needed.
What can I expect during my initial consultation with David Smith?
During your initial consultation, David will discuss your financial goals, current situation, and any concerns you may have. This allows him to gather the information needed to create a tailored financial plan that aligns with your needs.
Does David Smith specialize in SMSF advice?
Yes, David is an SMSF Specialist Adviser, accredited by the SMSF Association. He can provide expert advice on all aspects of self-managed super funds, including establishment, management, and compliance.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.