David Bartels
Financial Adviser
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About
David Bartels is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a strong foundation built upon a Bachelor of Pharmacy from the University of Queensland (1998), a Graduate Certificate in Applied Finance and Investment from Finsia Education (2004), and advanced financial planning qualifications from Kaplan Australia, including a Diploma of Financial Planning (2008), SMSF (2009) and an Advanced Diploma (2012), David brings a wealth of knowledge and experience to his practice. He is a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a comprehensive range of financial products, David specialises in superannuation, insurance, and wealth management strategies tailored to your unique circumstances. He offers expert guidance in retirement planning and can assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies David is committed to providing clear, concise, and personalised advice to help you navigate the complexities of the financial landscape. Located in Herston, QLD, David is ready to assist you in securing your financial future. Contact David today to schedule a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Bartels provide?
David Bartels specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can also provide advice on investment strategies tailored to your individual needs and goals.
What are David Bartels' qualifications and experience?
David holds a Bachelor of Pharmacy, a Graduate Certificate in Applied Finance and Investment, a Diploma of Financial Planning, an SMSF qualification, and an Advanced Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with David Bartels?
The process typically begins with an initial consultation to discuss your financial goals and current situation. David will then develop a personalised financial plan tailored to your specific needs. Regular reviews and ongoing support ensure your plan remains aligned with your evolving circumstances.
How can David Bartels help me with my retirement planning?
David can assist you in developing a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options. He can also provide guidance on managing your retirement savings and ensuring a comfortable retirement lifestyle.
What should I expect during my first meeting with David?
During your first meeting, David will take the time to understand your financial goals, current situation, and risk tolerance. This information will allow him to develop a tailored financial plan that meets your individual needs.
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