David Ramsay
Financial Adviser
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About
David Ramsay is an ASIC-registered financial adviser based in Geelong, VIC, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, David holds a Diploma of Financial Planning from the Financial Planning Association (2000), became a Certified Financial Planner in 2001, and augmented his expertise with qualifications in Self Managed Superannuation Funds from Kaplan Australia (2003) and RG146 accreditation for margin lending from MLC ThreeSixty (2010). Further solidifying his knowledge, David completed a Bachelor of Commerce (Financial Planning) and MAA250 from Deakin University in 2020. He is a proud member of the Financial Advice Association of Australia (FAAA). David is authorised to provide advice on a broad spectrum of financial products, ensuring holistic and personalized strategies for his clients. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. • Superannuation advice and planning • Investment strategies for wealth creation • Retirement planning and income streams • Insurance solutions to protect your assets and family • Comprehensive wealth management services Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions, David is dedicated to providing expert guidance and support. 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 Ramsay offer?
David Ramsay 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 creates personalized strategies tailored to your individual needs and goals.
What qualifications and experience does David Ramsay have?
David Ramsay holds a Diploma of Financial Planning, is a Certified Financial Planner, and has a Bachelor of Commerce (Financial Planning) from Deakin University. He also has specialist qualifications in Self Managed Superannuation Funds and margin lending. He has been providing financial advice for over 20 years.
How does David Ramsay tailor financial advice to my specific circumstances?
David begins with a thorough understanding of your current financial situation, goals, and risk tolerance. He then develops a customized financial plan that considers your unique circumstances and provides strategies to help you achieve your objectives.
What can I expect during my first consultation with David Ramsay?
During your initial consultation, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. David will explain his approach to financial planning and answer any questions you have about his services.
How can David Ramsay help me plan for my retirement?
David can help you develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, creating income streams, and managing your investments to ensure a comfortable and secure retirement.
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