David Banfield
Financial Adviser
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About
David Banfield is an ASIC-registered financial adviser based in Osborne Park, WA, dedicated to helping individuals and families achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2005, David brings a wealth of knowledge and experience to his clients. He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your future, protect your assets, or grow your wealth, David can provide tailored solutions to meet your unique needs. Key services offered include: • Superannuation advice • Insurance solutions (Investment Life Insurance and Life Risk Insurance) • Wealth management strategies • Retirement planning • Investment advice in Securities and Government Debt Securities Ready to take control of your financial future? Contact David today for 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 Banfield offer?
David provides advice on a range of financial areas including superannuation, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, and investments in Securities and Government Debt Securities.
What are David Banfield's qualifications and professional memberships?
David holds a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 2005. He is also a member of the Financial Advice Association of Australia (FAAA).
How can David Banfield help me with retirement planning?
David can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle, and risk tolerance. He'll provide tailored strategies to maximize your retirement savings and ensure a comfortable and secure future.
What is the process of working with David Banfield?
The process typically begins with an initial consultation to discuss your financial goals and circumstances. David will then develop a personalized financial plan tailored to your needs. He will regularly review and adjust your plan as needed to ensure you stay on track to achieve your objectives.
Why should I choose David Banfield as my financial advisor?
David brings extensive experience, holding a Diploma of Financial Planning. He is committed to providing personalized advice and building long-term relationships with his clients, focusing on helping you achieve financial security and peace of mind. His membership with the FAAA shows his dedication to ethics.
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