David Oliphant
Financial Adviser
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About
David Oliphant is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalised advice. David holds a Bachelor of Commerce from the University of Melbourne (1992) and a Graduate Diploma of Applied Finance and Investment from the Securities Institute Australia (2001), demonstrating his commitment to ongoing professional development and a strong foundation in financial principles. David is authorised to provide advice on a range of financial products, including wealth management, securities, derivatives, and government debt securities. This broad authorisation allows him to create tailored strategies to suit diverse client needs and investment objectives. Key services include: • Wealth Management Strategies • Investment Portfolio Construction • Retirement Planning • Securities and Derivatives Advice • Government Debt Securities Guidance Whether you are planning for retirement, seeking to grow your wealth, or navigating the complexities of the securities market, David can provide expert guidance and support. Contact David today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does David Oliphant offer?
David Oliphant provides advice on wealth management, securities, derivatives, and government debt securities. He can help you with investment strategies, retirement planning, and managing your financial portfolio.
What are David Oliphant's qualifications?
David Oliphant holds a Bachelor of Commerce from the University of Melbourne and a Graduate Diploma of Applied Finance and Investment from the Securities Institute Australia. He is also an ASIC-registered financial adviser.
What is the process for working with David Oliphant?
The process typically begins with an initial consultation to understand your financial goals and current situation. David will then develop a tailored financial plan based on your needs and objectives. Regular reviews and adjustments will be made as needed to ensure your plan remains aligned with your goals.
How can David Oliphant help me with my investment portfolio?
David can help you construct and manage an investment portfolio that aligns with your risk tolerance and financial goals. He provides advice on securities, derivatives, and other investment options to help you achieve your desired returns.
What should I expect during my first meeting with David?
During your first meeting, David will take the time to understand your financial situation, goals, and risk tolerance. He will explain his services and how he can help you achieve your financial objectives. You'll have the opportunity to ask questions and discuss your concerns.
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