David Howell

BA Bus. (Economics & Finance), Grad Dip. App. Fin & Inv, Grad Dip. FinPlan

ADVISER

QUALIFICATION & EXPERIENCE

David has 27 years’ experience in the financial services industry.  As an experienced Financial Adviser, David has spent the past 17 years providing holistic financial advice to a broad range of clients.

David’s experience as a Financial Adviser is complemented with holding roles in investment, marketing and product teams within the investment management industry in the earlier part of his career.

David’s extensive experience has given him a thorough knowledge of superannuation, social security, tax, estate planning and investment strategies. David thrives on the challenge of helping clients capture what is important to them in order to build a long-term financial plan that can adapt to changing needs, and one which is aimed at bringing them lasting financial security and wellbeing.

Over the years, David has been actively involved in promoting the profession of financial planning by participating in various discussion groups, seminars and committees.

David values continuing education as an important part of meeting the challenges of a constantly changing financial landscape, to be able to share this knowledge with his clients.

David is passionate about helping people make decisions to create a better future for themselves and their families.

David’s family and close friendships are important to him and help contribute to his health and happiness.  However, scoring for his son’s cricket matches is not a passion!

David is passionate about helping people make decisions to create a better future for themselves and their families.

SERVICES OFFERED
  • Personal Insurance
  • Investments
  • Superannuation
  • Retirement planning
  • Budget/cashflow management
  • Centrelink/DVA
  • Debt management
  • Estate planning
PRODUCTS OFFERED
  • Life insurance products
  • Retirement savings accounts
  • Superannuation
  • Managed investment funds
  • Deposit products
  • Investment bonds
  • Pensions and annuities