David Kelsey
Financial Adviser
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About
David Kelsey is an ASIC-registered financial adviser dedicated to helping clients in Surrey Hills, VIC, and beyond achieve their financial goals. With a career spanning over two decades, David brings a wealth of knowledge and experience to his practice. He holds a Diploma of Superannuation Management from ASFA (1996), an 8 Unit Diploma of Financial Planning from the FPA (2007), is an SMSF Specialist Advisor with the SMSF Association (2011), and completed a Graduate Diploma of Financial Planning from Griffith University (2021). David is committed to ongoing professional development and adheres to the highest ethical standards. As a member of the Australian Institute of Company Directors (AICD), the Financial Advice Association of Australia (FAAA), and the SMSF Association, David stays at the forefront of industry best practices and regulatory changes. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. David provides tailored financial strategies to help you build wealth, protect your assets, and secure your financial future. His key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact David Kelsey 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 Kelsey offer?
David Kelsey provides advice on superannuation, retirement planning, wealth management, insurance, SMSFs, and investments. He can help you with building wealth, protecting your assets, and planning for a secure financial future.
What qualifications does David Kelsey have?
David holds a Diploma of Superannuation Management, an 8 Unit Diploma of Financial Planning, is an SMSF Specialist Advisor, and has a Graduate Diploma of Financial Planning. He is also a member of AICD, FAAA and the SMSF Association.
How does David Kelsey develop a financial plan for his clients?
David takes a personalized approach, starting with understanding your financial goals, risk tolerance, and current financial situation. He then develops a tailored strategy to help you achieve your objectives, regularly reviewing and adjusting the plan as needed.
What should I expect during my first meeting with David Kelsey?
During your initial consultation, David will discuss your financial goals, gather information about your current situation, and explain his advisory process. This meeting is an opportunity for you to ask questions and determine if his services are a good fit for your needs.
Does David Kelsey specialize in SMSF advice?
Yes, David is an SMSF Specialist Advisor with the SMSF Association, demonstrating his expertise in self-managed superannuation funds. He can provide advice on all aspects of SMSF establishment, management, and compliance.
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