David Breen
Financial Adviser
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About
David Breen is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. With a strong foundation built upon years of experience and extensive qualifications, David offers expertise across a range of financial areas. David's qualifications include ADA1 and ADA2 from Kaplan, a Diploma of Financial Services (Financial Planning) from FINSIA, and a Graduate Diploma in Stockbroking and Financial Advising from Western Sydney University. He has also completed training in Margin Lending from the Stockbrokers Association of Australia and passed the FASEA Relevant Provider Exam. As a member of the Stockbrokers and Investment Advisers Association (SIAA), David adheres to the highest professional standards. Authorised to provide advice on superannuation, wealth management, securities, derivatives, and government debt securities, David can assist with a wide array of investment and financial planning needs. • Superannuation advice • Wealth management • Securities trading • Derivatives strategies • Government Debt Securities If you're seeking a trusted financial adviser to help you navigate the complexities of the financial landscape, contact David Breen today to arrange a consultation.
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Frequently Asked Questions
What types of financial advice does David Breen offer?
David Breen is authorised to provide advice on superannuation, wealth management, securities, derivatives, and government debt securities.
What are David Breen's qualifications?
David's qualifications include ADA1 and ADA2 from Kaplan, a Diploma of Financial Services (Financial Planning) from FINSIA, training in Margin Lending from the Stockbrokers Association of Australia, the FASEA Relevant Provider Exam, and a Graduate Diploma in Stockbroking and Financial Advising from Western Sydney University.
How does David Breen approach financial planning?
David provides comprehensive and personalised advice tailored to each client's unique circumstances and financial goals. He focuses on building long-term relationships based on trust and understanding.
What should I expect during my first meeting with David Breen?
During your initial consultation, David will take the time to understand your financial situation, goals, and risk tolerance. He will then explain how he can help you achieve your objectives and outline the next steps.
Is David Breen a member of any professional associations?
Yes, David is a member of the Stockbrokers and Investment Advisers Association (SIAA), demonstrating his commitment to upholding high professional standards.
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