David Thompson
Financial Adviser
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About
David Thompson is an ASIC-registered financial adviser based in Chevron Island, Queensland, dedicated to helping clients achieve their financial goals. With a strong academic foundation including a Bachelor of Business (Accounting) from Griffith University and a Graduate Diploma in Applied Finance & Investment from the Securities Institute, David combines his extensive knowledge with practical experience to deliver tailored financial solutions. David's commitment to professional excellence is further demonstrated by his CFA Level 1 certification and ongoing professional development, including certifications in Securities & Managed Investments and Tier 1 Superannuation from Kaplan, as well as Ethics and Professional Relationships from QUT. He is also a proud member of the Stockbrokers and Investment Advisers Association (SIAA). Authorised to provide advice on a range of financial products, David specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He is passionate about empowering clients to make informed decisions and build a secure financial future. Key services include: • Superannuation advice • Wealth management strategies • Investment advice • Portfolio construction and management • Retirement planning Ready to take control of your financial future? Contact David Thompson today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Thompson offer?
David Thompson specialises in superannuation advice, wealth management, securities, derivatives, and government debt securities. He provides tailored advice to help clients achieve their financial goals.
What are David Thompson's qualifications?
David Thompson holds a Bachelor of Business (Accounting) from Griffith University, a CFA Level 1 certification, and a Graduate Diploma in Applied Finance & Investment from the Securities Institute. He also has certifications in Securities & Managed Investments and Tier 1 Superannuation from Kaplan, as well as Ethics and Professional Relationships from QUT.
How does David Thompson develop a financial plan for his clients?
David Thompson works closely with each client to understand their individual circumstances, goals, and risk tolerance. He then develops a tailored financial plan that addresses their specific needs and helps them achieve their objectives.
What professional memberships does David Thompson hold?
David Thompson is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding the highest standards of professionalism and ethics in the financial advice industry.
What should I expect during my first consultation with David Thompson?
During your initial consultation, David Thompson will take the time to understand your financial situation, goals, and concerns. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity to determine if David is the right financial adviser for you.
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