David Lannen
Financial Adviser
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
David Lannen is an ASIC-registered financial adviser located in Echuca, VIC. With a career spanning over two decades, David brings a wealth of experience and a commitment to providing tailored financial solutions to his clients. David holds a Diploma of Financial Planning from the Financial Planning Association (FPA), obtained in 1997, and a Diploma of Financial Services (Financial Planning) from Pinnacle, earned in 2012. This robust educational background equips him with the knowledge and skills necessary to navigate the complexities of the financial landscape. David is authorized to provide advice on a range of financial products, ensuring his clients receive comprehensive and well-informed guidance. His areas of expertise include superannuation, insurance, and retirement planning, along with Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment guidance • Risk management If you're seeking a trusted financial adviser in Echuca who can help you achieve your financial goals, contact David Lannen today to schedule a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does David Lannen offer?
David Lannen specializes in providing advice on superannuation, insurance, and retirement planning. He is also authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does David Lannen have?
David Lannen holds a Diploma of Financial Planning from the Financial Planning Association (FPA) and a Diploma of Financial Services (Financial Planning) from Pinnacle.
How can David Lannen help me with my retirement planning?
David can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What is the process of working with David Lannen as my financial advisor?
The process typically begins with an initial consultation to understand your financial situation and goals. David will then develop a personalized financial plan, which he will discuss with you in detail. Ongoing support and advice are provided to ensure your plan remains aligned with your evolving needs.
What should I expect during my first meeting with David Lannen?
During your first meeting, expect to discuss your current financial situation, your financial goals, and any concerns you may have. David will explain his services and how he can help you achieve your objectives. It's a great opportunity to get to know David and determine if he is the right financial advisor for you.
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.