David Myers
Financial Adviser
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About
David Myers is an ASIC-registered financial adviser based in Norwood, South Australia, dedicated to providing tailored financial solutions to help clients achieve their financial goals. With over two decades of experience in the financial services industry, David holds a Diploma of Financial Planning (FPA), a Certified Financial Planner (CFP) designation from the FPA, a Self Managed Super Fund Course certification from Cavendish Superannuation Pty Ltd, and has completed studies in Ethics and Professionalism in Financial Advice through Kaplan. David recently completed a Graduate Diploma in Applied Finance with Kaplan Professional in 2023, demonstrating a commitment to ongoing learning and excellence. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, David adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David is committed to building long-term relationships with his clients, offering personalised advice and strategies to help them navigate the complexities of the financial landscape. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact David today for 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 Myers offer?
David Myers provides advice on a wide range of financial areas, including superannuation, retirement planning, wealth management, and insurance solutions. He is also authorised to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are David Myers' qualifications and professional memberships?
David Myers holds a Diploma of Financial Planning (FPA), a Certified Financial Planner (CFP) designation from the FPA, a Self Managed Super Fund Course certification from Cavendish Superannuation Pty Ltd and a Graduate Diploma in Applied Finance from Kaplan Professional. He is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How does David Myers approach financial planning?
David takes a client-centred approach, focusing on building long-term relationships and providing personalised advice tailored to each client's unique financial situation and goals. He believes in clear communication and empowering clients to make informed decisions.
What should I expect during my first meeting with David Myers?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that align with your needs. This is also an opportunity for you to ask questions and determine if David is the right fit for you.
Can David Myers help with Self-Managed Super Funds (SMSFs)?
Yes, David Myers has specific expertise and certification in Self-Managed Super Funds from Cavendish Superannuation Pty Ltd and is a member of the SMSF Association. He can provide advice and guidance on all aspects of SMSF management.
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