David Bourke
Financial Adviser
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About
David Bourke is an ASIC-registered financial adviser based in Thornlands, Queensland, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. David holds a Diploma of Financial Planning from Kaplan (2018) and completed Estate Planning training with IntegraTec in 2004. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest professional and ethical standards. David is authorised to provide advice on a broad range of financial products, ensuring his clients receive well-rounded and suitable recommendations. His expertise encompasses superannuation, insurance, and retirement planning, including Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. David is passionate about empowering his clients to make informed decisions and build a secure financial future. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Estate planning considerations Ready to take control of your financial future? Contact David today to schedule a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Bourke offer?
David Bourke specialises in superannuation advice, insurance solutions, and retirement planning, including Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts. He provides tailored advice to help you achieve your financial goals.
What qualifications does David Bourke have?
David Bourke holds a Diploma of Financial Planning from Kaplan (2018) and completed Estate Planning training with IntegraTec in 2004. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with David Bourke?
During your initial consultation, David will take the time to understand your current financial situation, goals, and concerns. He will then discuss potential strategies and solutions tailored to your specific needs. This is an opportunity for you to ask questions and determine if David is the right financial adviser for you.
How can superannuation advice from David Bourke benefit me?
David can provide expert advice on optimising your superannuation contributions, investment options, and retirement planning strategies. He can help you make informed decisions to maximise your retirement savings and achieve your desired lifestyle in retirement.
Why is it important to have a financial adviser?
A financial adviser can provide expert guidance and support to help you navigate the complexities of financial planning. They can help you set financial goals, develop strategies to achieve those goals, and monitor your progress along the way.
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