David Sutherland
Financial Adviser
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About
David Sutherland is an ASIC-registered financial adviser dedicated to helping individuals and families in Lockleys, SA, achieve their financial goals. With a Diploma of Financial Planning obtained in 2000, David has a solid foundation of knowledge and experience in the financial services industry. He is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest ethical and professional standards. David is authorized to provide advice on a wide range of financial products, ensuring that his clients receive comprehensive and tailored solutions. He can assist with superannuation advice, insurance, wealth management, and retirement planning. David’s expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David is passionate about empowering his clients to make informed decisions and build a secure financial future. His services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact David Sutherland today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Sutherland offer?
David Sutherland specializes in providing advice on superannuation, insurance, wealth management, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What are David Sutherland's qualifications?
David Sutherland holds a Diploma of Financial Planning (obtained in 2000) and is a member of the Financial Advice Association of Australia (FAAA).
How can David Sutherland help me with my retirement planning?
David Sutherland can help you develop a comprehensive retirement plan that takes into account your current financial situation, your retirement goals, and your risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.
What is the first step in working with David Sutherland?
The first step is to schedule a consultation with David. During this meeting, you can discuss your financial goals and concerns, and David can explain his services and how he can help you achieve your objectives.
What should I expect during my initial consultation with David?
During your initial consultation with David, you can expect a friendly and professional conversation about your financial situation and goals. David will take the time to understand your needs and provide you with clear and concise information about how he can assist you. He will also answer any questions you may have and explain his fees and services.
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