David Sharpe
Financial Adviser
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About
David Sharpe is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from Curtin University and a Diploma of Financial Planning from the FPA, David has built a solid foundation of knowledge and expertise. He further solidified his commitment to excellence by achieving the Certified Financial Planner (CFP) designation in 2007. David stays current with industry standards by completing FPC002B Ethics and Professionalism in Financial Advice training. As a member of both the Australian Institute of Company Directors (AICD) and the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. 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 can assist you with: • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies • Retirement planning for a secure future Whether you're planning for retirement, seeking to grow your wealth, or need advice on insurance, David provides tailored financial advice to help you navigate the complexities of the financial landscape. Contact David today to schedule a consultation and take the first step towards a brighter financial future.
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Frequently Asked Questions
What types of financial advice does David Sharpe offer?
David Sharpe provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can help you with investment strategies, risk management, and planning for your financial future.
What are David Sharpe's qualifications and experience?
David holds a Bachelor of Commerce from Curtin University, a Diploma of Financial Planning from the FPA, and is a Certified Financial Planner (CFP). He is also a member of the Australian Institute of Company Directors (AICD) and the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of David Sharpe?
The process typically begins with an initial consultation to discuss your financial goals and current situation. David will then develop a personalized financial plan tailored to your needs. Regular reviews will be conducted to ensure your plan remains aligned with your goals.
How can David Sharpe help me with my retirement planning?
David can help you develop a comprehensive retirement plan that considers your financial goals, risk tolerance, and time horizon. He can provide advice on superannuation, investments, and strategies to maximize your retirement income.
What can I expect during a consultation with David Sharpe?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and concerns. David will listen carefully and provide clear, easy-to-understand advice to help you make informed decisions about your financial future.
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