David Sidhu
Financial Adviser
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About
David Sidhu is an ASIC-registered financial adviser based in Southport, QLD, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. With a strong foundation in accounting and extensive experience in the financial services industry, David brings a wealth of knowledge and a commitment to ethical and professional conduct to every client engagement. David's qualifications include a Bachelor of Business (Accounting) from Southern Cross University, Chartered Accountant (CA) designation with Chartered Accountants Australia and New Zealand (CA ANZ), SMSF Specialist Advisor accreditation from the SMSF Association, and an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. He also holds a Diploma of Carbon Management from Swinburne University of Technology and Tier 1 Margin Lending certification from Kaplan Professional. David continually updates his knowledge, including completing FPC002B Ethics and Professionalism in Financial Advice through Kaplan Higher Education. As an authorised financial adviser, David provides expert guidance in various areas, including superannuation, insurance, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions With his dedication to personalised service and comprehensive financial solutions, David is well-equipped to help you navigate the complexities of the financial landscape. Contact David today to discuss your financial needs and start building a secure future.
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Licence & Registration Details
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Frequently Asked Questions
What financial planning services does David Sidhu offer?
David Sidhu provides comprehensive financial planning services, including superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a tailored plan to achieve your financial goals.
What are David Sidhu's qualifications and experience?
David holds a Bachelor of Business (Accounting), is a Chartered Accountant (CA), an SMSF Specialist Advisor, and has an Advanced Diploma of Financial Services (Financial Planning). He has extensive experience in the financial services industry.
How does David Sidhu approach financial planning?
David focuses on creating personalised financial plans tailored to each client's unique circumstances and goals. He takes a holistic approach, considering all aspects of your financial life.
What can I expect during my first meeting with David Sidhu?
During your initial consultation, David will discuss your financial situation, goals, and risk tolerance. This meeting will help him understand your needs and determine how he can best assist you in achieving your financial objectives.
Why should I choose David Sidhu as my financial advisor?
David's commitment to ethical conduct, extensive qualifications, and personalised service make him a reliable and trustworthy financial advisor. He is dedicated to helping clients achieve their financial goals through sound advice and comprehensive strategies.
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