David Macmanus
Financial Adviser
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About
David Macmanus is an ASIC-registered financial adviser based in Melbourne, VIC, committed to providing tailored financial solutions to help clients achieve their financial goals. David holds a Diploma of Financial Planning from Deakin University and a Graduate Diploma of Financial Planning from Kaplan Professional. He is a Certified Financial Planner (CFP) with the Financial Planning Association of Australia (FAAA) and a Fellow Chartered Financial Practitioner (FChFP) with the Association of Financial Advisers (AFA). His extensive training also includes specialized knowledge in margin lending, geared investments, self-managed superannuation funds, ethics, client engagement, and the economic and legal context for financial planning. Authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, securities, Retirement Savings Accounts, and Government Debt Securities, David offers holistic financial planning services designed to meet each client's unique needs and circumstances. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial 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 types of financial advice does David Macmanus offer?
David Macmanus provides advice on a wide range of financial products, including superannuation, retirement planning, wealth management, and insurance. He can help you create a tailored plan to achieve your financial goals.
What qualifications does David Macmanus have?
David holds a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, is a Certified Financial Planner (CFP), and a Fellow Chartered Financial Practitioner (FChFP). He also has specialized training in areas like self-managed superannuation funds and ethics in financial advice.
What is the process of working with David Macmanus?
The process typically starts with an initial consultation to understand your financial situation and goals. David will then develop a personalized financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure it remains aligned with your needs.
How can wealth management advice from David Macmanus benefit me?
Wealth management advice can help you grow and protect your assets, plan for retirement, manage your investments, and achieve your long-term financial goals. David can provide personalized strategies tailored to your unique circumstances.
What can I expect during my first meeting with David Macmanus?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. David will ask questions to gain a thorough understanding of your needs and explain how he can help you achieve your objectives.
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