David Phippard
Financial Adviser
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About
David Phippard is an ASIC-registered financial adviser based in Ringwood, Victoria, dedicated to helping clients achieve their financial goals through personalized and strategic advice. With a strong foundation built upon a Diploma of Financial Planning from the Financial Planning Association (2006), a Diploma of Financial Planning from Kaplan (2018), and further specialist qualifications in Self Managed Superannuation Funds and Tier 1 Margin Lending from Kaplan (2018), David is committed to ongoing professional development, currently pursuing a Graduate Diploma of Financial Planning with Kaplan (2025). David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, enabling him to create tailored solutions to meet each client's unique needs. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. • Superannuation advice • Wealth management strategies • Retirement planning solutions • Insurance advice and implementation Whether you're planning for retirement, seeking to grow your wealth, or needing to protect your assets, David can provide the expert guidance and support you need. Contact David today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does David Phippard offer?
David Phippard provides advice on superannuation, insurance, wealth management, and retirement planning. He also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does David Phippard have?
David Phippard holds a Diploma of Financial Planning from the Financial Planning Association (2006), a Diploma of Financial Planning from Kaplan (2018), specialist qualifications in Self Managed Superannuation Funds and Tier 1 Margin Lending from Kaplan (2018), and is currently completing a Graduate Diploma of Financial Planning with Kaplan (2025).
How does David Phippard approach financial planning?
David Phippard believes in a personalized approach to financial planning, taking the time to understand each client's unique circumstances, goals, and risk tolerance. He then develops tailored strategies designed to help them achieve their financial objectives.
What can I expect during my first meeting with David?
During your initial consultation with David, you can expect a relaxed and informative discussion about your current financial situation, your goals, and any concerns you may have. This meeting is an opportunity for David to understand your needs and explain how he can help you.
Is David Phippard an ASIC-registered financial advisor?
Yes, David Phippard is an ASIC-registered financial adviser, ensuring he meets the highest standards of professionalism and ethical conduct.
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