David Layton
Financial Adviser
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About
David Layton is an ASIC-registered financial adviser dedicated to helping individuals and families in Eight Mile Plains, QLD, achieve their financial goals. With a Diploma of Financial Planning from the FPA and a Diploma of Financial Services (Financial Planning) from Deakin University, both earned in 2000, David combines extensive experience with a commitment to ongoing professional development, as demonstrated by his completion of FPC002B Ethics and Professionalism in Financial Advice from Kaplan Higher Education in 2022. He is also a proud member of the Financial Advice Association of Australia (FAAA). David is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management solutions, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. This broad authorization allows him to create tailored strategies that address each client's unique circumstances and aspirations. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Investment strategies • Retirement planning Whether you are planning for retirement, seeking to grow your wealth, or require guidance on insurance and risk management, David offers expert advice and personalised service. Contact David today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does David Layton offer?
David Layton provides advice on a wide range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and risk management.
What are David Layton's qualifications?
David Layton holds a Diploma of Financial Planning from the FPA and a Diploma of Financial Services (Financial Planning) from Deakin University. He also completed FPC002B Ethics and Professionalism in Financial Advice from Kaplan Higher Education, ensuring he stays up-to-date with the latest industry standards.
How does David Layton work with clients to develop a financial plan?
David works closely with each client to understand their individual financial circumstances, goals, and risk tolerance. He then develops a personalised financial plan that addresses their specific needs and helps them achieve their objectives. This process involves regular reviews and adjustments to ensure the plan remains aligned with the client's evolving needs.
What can I expect during my first meeting with David Layton?
During your initial consultation with David, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. David will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know David and determine if he is the right financial adviser for you.
Is David Layton a member of any professional associations?
Yes, David Layton is a member of the Financial Advice Association of Australia (FAAA).
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