David Mcgregor
Financial Adviser
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About
David Mcgregor is an ASIC-registered financial adviser based in West Leederville, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation in accounting from the University of Notre Dame (Bachelor of Commerce, 2003) and advanced financial planning qualifications from FINSIA (Graduate Certificate, 2008) and the FPA (CFP, 2011), David brings a wealth of knowledge and experience to every client relationship. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. David is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning solutions. He specialises in helping clients navigate the complexities of Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies Whether you're planning for retirement, seeking to protect your family with insurance, or looking to grow your wealth through strategic investments, David provides tailored advice to meet your specific needs. Contact David today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Mcgregor offer?
David Mcgregor provides advice on a range of financial products including superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts and Government Debt Securities. He can help you with retirement planning, insurance needs, and investment strategies.
What qualifications does David Mcgregor have?
David holds a Bachelor of Commerce (Accounting) from the University of Notre Dame, a Graduate Certificate in Financial Planning from FINSIA, and is a Certified Financial Planner (CFP) with the FPA.
What can I expect during my first meeting with David?
During your first meeting, David will take the time to understand your financial situation, goals, and concerns. He will then discuss how he can help you achieve your objectives and outline the next steps.
How does David Mcgregor stay up-to-date with the latest financial regulations and market trends?
As a member of the Financial Advice Association of Australia (FAAA), David is committed to ongoing professional development. He regularly attends industry conferences, participates in training programs, and monitors regulatory updates to ensure he provides the most current and relevant advice.
What is the process for becoming a client of David Mcgregor?
The first step is to schedule an initial consultation. During this meeting, you'll discuss your financial goals and David will explain how he can help you achieve them. If you decide to proceed, you'll work together to develop a personalized financial plan.
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