David Ridgway
Financial Adviser
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About
David Ridgway is an ASIC-registered financial adviser based in Toowoomba, Queensland, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a Bachelor of Business from the University of Southern Queensland (1991) and as a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ) since 1994, David brings a wealth of knowledge and experience to his practice. His expertise extends to margin lending and geared investments, gained through Kaplan Higher Education in 2010, ensuring well-rounded financial guidance. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice to optimise your retirement savings • Wealth management strategies for long-term financial security • Retirement planning to ensure a comfortable and fulfilling retirement • Insurance solutions to protect you and your family • Investment advice on securities and government debt Ready to take control of your financial future? Contact David 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 Ridgway offer?
David Ridgway offers comprehensive financial advice, including superannuation, insurance, wealth management, and retirement planning. He can also provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are David Ridgway's qualifications?
David holds a Bachelor of Business from the University of Southern Queensland and is a Chartered Accountant (CA) with Chartered Accountants Australia and New Zealand (CA ANZ). He also has specialized training in Margin Lending and Geared investments from Kaplan Higher Education.
How does David Ridgway tailor financial advice to individual needs?
David takes a personalised approach, carefully assessing each client's unique financial situation, goals, and risk tolerance to develop a tailored strategy that aligns with their specific needs and aspirations.
What can I expect during my first consultation with David Ridgway?
During your initial consultation, David will discuss your current financial situation, future goals, and any concerns you may have. This meeting will help him understand your needs and determine how he can best assist you in achieving your financial objectives. It's a great opportunity to ask questions and get to know David's approach.
Can David Ridgway help me with retirement planning?
Yes, David specialises in retirement planning. He can help you develop a strategy to maximise your superannuation, create a sustainable retirement income stream, and ensure you have the financial resources to enjoy a comfortable and fulfilling retirement.
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