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DH

Duncan Hurd

Financial Adviser

Invest Blue
Bellerive, TAS 7018

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Duncan Hurd is an ASIC-registered financial adviser based in Bellerive, Tasmania, dedicated to helping clients achieve their financial goals. With a Diploma of Financial Advising from Finsia (2003), a Certified Financial Planner certification from the Financial Planning Association of Australia (FPA) obtained in 2008, and a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd (2012), Duncan possesses a strong foundation of knowledge and experience in the financial services industry. Duncan is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. He is committed to providing tailored solutions that meet each client's unique circumstances and objectives. Key services offered: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Duncan Hurd today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000302805

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Duncan Hurd offer?

Duncan Hurd provides advice on superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a tailored financial plan to achieve your goals.

What are Duncan Hurd's qualifications?

Duncan Hurd holds a Diploma of Financial Advising from Finsia, is a Certified Financial Planner with the FPA, and also has a Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd.

What is the process of working with Duncan Hurd?

The process typically involves an initial consultation to understand your financial situation and goals, followed by the development of a personalized financial plan. Duncan will then work with you to implement the plan and provide ongoing support and reviews.

How can Duncan Hurd help me with retirement planning?

Duncan can assist you in developing a retirement plan that considers your income needs, lifestyle goals, and risk tolerance. He can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.

What should I expect during my first meeting with Duncan Hurd?

During your first meeting, you can expect to discuss your financial situation, goals, and any concerns you may have. Duncan will listen carefully and ask questions to gain a thorough understanding of your needs. This meeting is an opportunity for you to get to know Duncan and determine if he is the right financial adviser for you.

Get in Touch

Contact Duncan directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.