David Blakis
Financial Adviser
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About
David Blakis is an ASIC-registered financial adviser based in Ivanhoe East, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Commerce from La Trobe University (1998), a Graduate Diploma of Applied Finance and Investment from the Securities Institute (2003), and a Diploma of Financial Planning from the FPA (2005), David possesses a strong foundation in financial principles. He has further enhanced his expertise with accreditations in margin lending, aged care, and listed products. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. He is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. David is passionate about providing strategic advice tailored to each client's unique circumstances. He can assist with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or require advice on insurance or aged care, David can help you navigate the complexities of the financial landscape. Contact David today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does David Blakis provide?
David provides comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investments. He is authorised to advise on a wide range of financial products to suit your individual needs.
What are David Blakis' qualifications and experience?
David holds a Bachelor of Commerce, a Graduate Diploma of Applied Finance and Investment, and a Diploma of Financial Planning. He also has specialist accreditations in margin lending, aged care, and listed products, demonstrating his commitment to ongoing professional development.
How does David Blakis approach financial planning?
David takes a personalised approach to financial planning, taking the time to understand your unique circumstances, goals, and risk tolerance. He then develops a tailored strategy to help you achieve your financial objectives.
What can I expect during a consultation with David?
During your initial consultation, David will discuss your financial situation, goals, and concerns. He will then explain his advice process and how he can help you achieve your financial objectives. There is no obligation to proceed with his services.
Is David Blakis a member of any professional associations?
Yes, David is a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to ethical and professional conduct.
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