David Maddock
Financial Adviser
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About
David Maddock is an ASIC-registered financial adviser based in Geelong, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from Deakin University (2003) and specialist qualifications including Margin Lending and Geared Investments, ASX Accredited Listed Products Adviser, SMSF Strategies, and Certified Financial Planner (CFP) status from the Financial Planning Association of Australia (2016), David brings a wealth of knowledge and experience to every client engagement. As a member of the Financial Advice Association of Australia (FAAA), he adheres to the highest ethical and professional standards. David is authorized to provide advice on a broad range of financial products, ensuring that clients receive holistic support across all aspects of their financial lives. He is passionate about empowering clients to make informed decisions and build a secure financial future. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact David today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does David Maddock offer?
David provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, retirement savings accounts, and government debt securities. He tailors his advice to meet the unique needs of each client.
What are David Maddock's qualifications?
David holds a Bachelor of Commerce from Deakin University, and specialist qualifications including Margin Lending and Geared Investments, ASX Accredited Listed Products Adviser, SMSF Strategies, and Certified Financial Planner (CFP) status. He continually updates his knowledge to provide the best possible advice.
What is the first step in working with David?
The first step is to schedule an initial consultation. This allows David to understand your financial situation, goals, and risk tolerance. He will then develop a personalized financial plan tailored to your specific needs.
How does David stay up-to-date with changes in financial regulations?
David is committed to ongoing professional development and is a member of the Financial Advice Association of Australia (FAAA). He regularly attends industry conferences, seminars, and training sessions to stay informed about the latest changes in financial regulations and best practices.
What can I expect from the financial planning process with David Maddock?
You can expect a collaborative and transparent process. David will work closely with you to understand your goals, develop a personalized plan, and provide ongoing support to help you achieve your financial objectives. He will also regularly review your plan to ensure it remains aligned with your evolving needs.
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