David Foord
Financial Adviser
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About
David Foord is an ASIC-registered financial adviser based in Eltham, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Economics from LaTrobe University (1996) and a Diploma of Financial Planning from the FPA (2004), David has built a solid foundation of knowledge and experience in the financial services industry. Further certifications in Margin Lending & Geared Investments and as a Certified Financial Planner (CFP) demonstrate David's commitment to ongoing professional development and adherence to the highest ethical standards. His extensive training includes Ethics and Professionalism in Financial Advice. David is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning guidance • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, David can provide you with clear, practical, and personalized solutions. Contact David today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does David Foord offer?
David Foord provides advice on a range of financial matters including superannuation, insurance, wealth management, and retirement planning. He can also advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are David Foord's qualifications?
David holds a Bachelor of Economics from LaTrobe University, a Diploma of Financial Planning from the FPA, and is a Certified Financial Planner (CFP). He also has certifications in Margin Lending & Geared Investments and Ethics and Professionalism in Financial Advice.
How can David Foord help me plan for retirement?
David can help you develop a comprehensive retirement plan tailored to your specific needs and goals. This includes assessing your current financial situation, estimating your future income needs, and developing strategies to maximize your retirement savings.
What is the process of working with David Foord?
The process typically begins with an initial consultation to discuss your financial goals and objectives. David will then gather information about your current financial situation and develop a personalized financial plan. He will then present the plan to you, answer any questions you may have, and help you implement the plan.
What can I expect from my first meeting with David Foord?
During your first meeting, David will take the time to understand your financial situation, goals, and concerns. He will explain his services and how he can help you achieve your objectives. This meeting is an opportunity for you to ask questions and determine if David is the right financial adviser for you.
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