David Clark
Financial Adviser
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About
David Clark is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. David holds a Bachelor of Commerce from Deakin University (2002) and has continued to enhance his expertise with qualifications in Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015), Certified Financial Planner certification from the FPA (2022), and MAI769 Ethics for Financial Services from Deakin University (2022). David is authorized to provide advice on a wide range of financial products, ensuring he can cater to diverse client needs. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Derivatives, Retirement Savings Accounts, and Government Debt Securities. Key services offered by David include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and family • Strategic wealth management to grow your investments • Retirement planning to secure your financial future • Investment advice across a range of securities and derivatives Whether you are planning for retirement, seeking to grow your wealth, or need advice on insurance, David provides personalised strategies to help you achieve financial security. Contact David today to discuss your financial needs and start building a brighter future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Clark offer?
David Clark provides advice on superannuation, insurance, wealth management, retirement planning, investments, and more. He is authorized to advise on a broad range of financial products to meet your needs.
What qualifications does David Clark have?
David holds a Bachelor of Commerce from Deakin University, qualifications in Self Managed Superannuation Funds, is a Certified Financial Planner (FPA), and has completed MAI769 Ethics for Financial Services at Deakin University.
What is the process for becoming a client of David Clark?
The process typically starts with an initial consultation to understand your financial goals and current situation. David will then develop a tailored financial plan, implement the plan, and provide ongoing reviews to ensure it remains aligned with your changing needs.
What can I expect during my first meeting with David Clark?
During your first meeting, David will take the time to understand your financial circumstances, goals, and risk tolerance. He will explain his services in detail and answer any questions you may have. This meeting is designed to help you determine if his services are the right fit for you.
Can David Clark help me with my superannuation?
Yes, David is qualified to provide advice on superannuation, including self-managed super funds (SMSFs). He can help you optimize your superannuation strategy to achieve your retirement goals.
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