David Abbott
Financial Adviser
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About
David Abbott is an ASIC-registered financial adviser based in Capalaba, QLD, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a strong educational foundation including a Bachelor of Business (Management) from the University of Queensland and advanced diplomas in financial planning, David brings a wealth of knowledge and experience to his practice. He continually updates his skills, holding certifications in Self Managed Superannuation Funds, Margin Lending, and Finance and Mortgage Broking. David is authorized to provide advice on a wide range of financial products, ensuring his clients receive well-rounded support. His expertise covers superannuation, insurance, wealth management, and retirement planning, and he is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice David is committed to providing tailored financial solutions to help you build a secure future. Contact David today to schedule a consultation and take the first step toward achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Abbott offer?
David Abbott provides advice on superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are David Abbott's qualifications?
David holds a Bachelor of Business (Management), a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and certifications in Self Managed Superannuation Funds, Margin Lending, and Finance and Mortgage Broking.
What can I expect during a consultation with David?
During your initial consultation, David will take the time to understand your current financial situation, future goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does David stay up-to-date with changes in the financial industry?
David is committed to ongoing professional development and regularly attends industry training sessions and seminars to stay informed about the latest changes in financial regulations and investment strategies. He recently completed FPC002B Ethics and Professionalism in Financial Advice.
Does David Abbott provide advice on Self-Managed Superannuation Funds (SMSFs)?
Yes, David is qualified to provide advice on Self-Managed Superannuation Funds (SMSFs). He holds a certification in SMSFs from Kaplan Higher Education Pty Limited.
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