David Bird
Financial Adviser
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About
David Bird is an ASIC-registered financial adviser based in Adelaide, SA, dedicated to helping clients achieve their financial goals. With a career spanning over two decades, David brings a wealth of knowledge and experience to his practice. He holds a Diploma of Financial Planning (Finsia, 2001), a Self Managed Super Funds certification (Kaplan, 2009), an Advanced Diploma of Financial Planning (Kaplan, 2012), and a Graduate Diploma of Financial Planning (Kaplan Professional, 2023), ensuring he remains at the forefront of industry best practices. As a member of the National Tax and Accountants Association (NTAA), David adheres to the highest ethical and professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also provides advice and guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He works closely with his clients to develop personalized strategies tailored to their unique circumstances and aspirations. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice 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 dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Bird offer?
David Bird provides advice on superannuation, insurance, wealth management, retirement planning, and investments, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does David Bird have?
David holds a Diploma of Financial Planning, a Self Managed Super Funds certification, an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. He is also a member of the National Tax and Accountants Association (NTAA).
What is David Bird's approach to financial planning?
David takes a personalized approach, working closely with each client to understand their individual circumstances and develop tailored financial strategies to achieve their goals.
How can David Bird help me with my retirement planning?
David can assist you with all aspects of retirement planning, including superannuation strategies, investment options, and income projections to ensure a comfortable and secure retirement.
What can I expect during my first meeting with David Bird?
During your initial consultation, David will discuss your financial goals, assess your current situation, and outline potential strategies to help you achieve your objectives. This is an opportunity to ask questions and determine if David is the right financial adviser for you.
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