David Bannister
Financial Adviser
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About
David Bannister is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Business (Finance) from Swinburne University and a Diploma in Applied Finance and Investment from the Securities Institute of Australia, David possesses a strong foundation in financial principles and investment strategies. He is a proud member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, reflecting his commitment to upholding the highest professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. He specialises in creating tailored strategies to help clients navigate the complexities of retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment strategies David is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. Contact David today to schedule a consultation and take the first step towards financial security.
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Frequently Asked Questions
What types of financial advice does David Bannister offer?
David Bannister provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, and retirement planning. He can help you create a personalized financial plan tailored to your specific needs and goals.
What are David Bannister's qualifications?
David Bannister holds a Bachelor of Business (Finance) from Swinburne University and a Diploma in Applied Finance and Investment from the Securities Institute of Australia. He is also a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How does David Bannister approach financial planning?
David takes a holistic approach to financial planning, considering all aspects of your financial situation to develop a comprehensive strategy that aligns with your goals. He focuses on building long-term relationships with his clients and providing ongoing support.
What should I expect during my initial consultation with David Bannister?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can help you achieve your objectives and answer any questions you may have.
Does David Bannister specialize in SMSF advice?
Yes, David Bannister is a member of the SMSF Association and has expertise in providing advice on self-managed super funds (SMSFs). He can help you determine if an SMSF is right for you and provide ongoing support to manage your fund effectively.
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