David Cleal
Financial Adviser
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About
David Cleal is an ASIC-registered financial adviser based in Hawthorne, VIC, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Accounting) from Deakin University (1992), David brings a wealth of knowledge and experience to his practice. He is a Certified Practising Accountant (CPA) with CPA Australia since 1997 and a Certified Financial Planner with the Financial Advice Association of Australia (FAAA) since 2003, holding a Diploma of Financial Planning from the FPA earned in the same year. David is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. He leverages his expertise to create tailored strategies that meet each client's unique needs and circumstances. Key services include: • Superannuation advice and planning • Comprehensive insurance solutions • Strategic wealth management • Investment advice • Retirement planning David is committed to providing clear, practical, and trustworthy financial advice to help you build a secure future. Contact David today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What financial planning services does David Cleal offer?
David Cleal specialises in superannuation advice, insurance solutions, wealth management, investment strategies, and retirement planning. He provides tailored financial advice to help you achieve your financial goals.
What are David Cleal's qualifications and professional memberships?
David Cleal holds a Bachelor of Business (Accounting) from Deakin University, is a Certified Practising Accountant (CPA) with CPA Australia, and a Certified Financial Planner with the Financial Advice Association of Australia (FAAA). He also holds a Diploma of Financial Planning from the FPA.
What is the process for working with David Cleal?
The process typically starts with an initial consultation to understand your financial situation and goals. David will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews to ensure your plan remains aligned with your needs.
What can I expect from a financial planning session with David Cleal?
You can expect a collaborative and informative session where David will listen to your concerns, assess your financial situation, and provide clear and practical advice. He will explain complex financial concepts in a simple and understandable manner.
How can David Cleal help me with my superannuation?
David can provide advice on a range of superannuation matters, including choosing the right super fund, consolidating your super accounts, making contributions, and developing a retirement income strategy.
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