David Watson
Financial Adviser
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About
David Watson is an ASIC-registered financial adviser based in Perth, WA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With over two decades of experience in the financial services industry, David holds a Diploma in Financial Markets from the Securities Institute of Australia (1999) and a Diploma of Financial Planning from the Financial Planning Association (2000). He has also completed specialist training in Self Managed Superannuation Funds (Tribeca, 2004) and Margin Lending (Financial Essentials, 2011). David is an active member of the Financial Advice Association of Australia (FAAA) and Finsia, demonstrating his commitment to upholding the highest professional standards. David is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He offers expertise in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Whether you are planning for your retirement, seeking to grow your wealth, or protecting your family's future, David can help you navigate the complexities of the financial landscape. Key services include: • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact David today for a consultation and discover how his expertise can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does David Watson offer?
David Watson provides advice on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He also offers expertise in investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications and memberships does David Watson hold?
David holds a Diploma in Financial Markets from the Securities Institute of Australia, a Diploma of Financial Planning from the Financial Planning Association, and has completed specialist training in Self Managed Superannuation Funds and Margin Lending. He is also a member of the Financial Advice Association of Australia (FAAA) and Finsia.
What is involved in David Watson's financial planning process?
The financial planning process typically involves an initial consultation to understand your financial goals and current situation, followed by the development of a tailored financial plan. This plan will be regularly reviewed and adjusted as needed to ensure it continues to meet your evolving needs.
How can wealth management services from David Watson help me?
Wealth management services are designed to help you grow and protect your assets. This may include investment advice, portfolio management, and strategies for minimizing tax liabilities, all tailored to your individual circumstances.
What should I expect from my first meeting with David Watson?
During your first meeting, David will discuss your financial goals, risk tolerance, and current financial situation. This will allow him to understand your needs and determine how he can best assist you in achieving your objectives. You should bring any relevant financial documents to help facilitate the discussion.
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