David Hayes
Financial Adviser
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About
David Hayes is an ASIC-registered financial adviser based in Loch, Victoria, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a Bachelor of Economics from Monash University (1991) and advanced financial planning qualifications from Mentor Education (Diploma in 2006 and Advanced Diploma in 2008), David brings a wealth of knowledge and experience to every client interaction. He further enhanced his expertise with specialized training in Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self Managed Superannuation Funds (Kaplan Professional, 2012). David is a proud member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to upholding the highest standards of professionalism and ethical conduct. David is authorized to provide advice on a range of financial products, including superannuation, insurance (Investment Life Insurance and Life Risk Insurance). He is passionate about empowering clients to make informed decisions that align with their unique circumstances and aspirations. • Superannuation advice to help you plan for a comfortable retirement • Comprehensive insurance solutions to protect you and your loved ones • Investment Life Insurance strategies to grow your wealth • Life Risk Insurance plans for financial security and peace of mind Ready to take control of your financial future? Contact David Hayes 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 Hayes offer?
David Hayes specializes in superannuation advice, insurance solutions (Investment Life Insurance and Life Risk Insurance), providing comprehensive strategies tailored to your individual needs and financial goals.
What qualifications does David Hayes have?
David Hayes holds a Bachelor of Economics from Monash University, a Diploma and Advanced Diploma of Financial Services (Financial Planning) from Mentor Education, and specialized training in Margin Lending, Geared Investments and Self Managed Superannuation Funds from Kaplan Professional. He is also a member of the FAAA.
How does David Hayes approach financial planning?
David takes a client-centric approach, focusing on understanding your unique circumstances, goals, and risk tolerance. He then develops personalized strategies to help you achieve your financial objectives, providing ongoing support and guidance along the way.
What can I expect during my first consultation with David Hayes?
During your initial consultation, David will discuss your current financial situation, future goals, and any concerns you may have. He will then outline a plan of action and explain how he can help you achieve your objectives.
Why should I choose David Hayes as my financial adviser?
David Hayes brings a combination of extensive qualifications, practical experience, and a genuine commitment to client success. As an ASIC-registered adviser and member of the FAAA, David adheres to the highest ethical and professional standards, providing you with trusted and reliable advice.
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