David Bartels

David Bartels Email and Phone Number

Principal Financial Adviser at Doctors Wealth @ Doctors Wealth
herston, queensland, australia
David Bartels's Location
Herston, Queensland, Australia, Australia
David Bartels's Contact Details

David Bartels personal email

n/a
About David Bartels

I grew up as one of five children with my father Paul working as a country GP in Cunnamulla in rural Queensland, witnessing firsthand the:• Long hours Paul worked to provide for the family• Sacrifices he made for the health of the community • Onerous studies and training required• Stress on the family from finances and the impact financial decisions can haveAfter following in the footsteps of our family’s medical background, I commenced work as a pharmacist in community and hospital pharmacies in Queensland, the UK and Ireland.However, although I enjoyed helping people with their health as a pharmacist, I realised my true vocation is guiding and inspiring Doctors to make smart financial decisions for themselves and their families.We help Doctors grow and protect their wealth, live their Best Life and enjoy Financial Freedom. Our ultimate reward is the privilege of sharing the financial journey with clients, and the positive impact our advice and support has for them and their families. I have been a financial planner since 2007 and hold an Advanced Diploma of Financial Planning, Graduate Certificate in Applied Finance & Investment, Certificate IV in Finance and Mortgage Broking, completed Level 1 of the Chartered Financial Analyst (CFA) program, SMSF advice accreditation, Bachelor of Pharmacy, registration with the Tax Practitioners Board as a tax (financial) advice service provider and am a certified Commissioner of Declarations.

David Bartels's Current Company Details
Doctors Wealth

Doctors Wealth

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Principal Financial Adviser at Doctors Wealth
herston, queensland, australia
Employees:
7
David Bartels Work Experience Details
  • Doctors Wealth
    Financial Adviser
    Doctors Wealth 2012 - Present
  • Doctors Wealth
    Partner
    Doctors Wealth Apr 2012 - Present
    Herston

David Bartels Skills

Financial Planning For Doctors Personal Insurance Business Insurance Business Succession Planning Estate Planning Wealth Creation Superannuation Including Smsfs Pharmacy Financial Planning Risk Management Medicine Property Tax Investments Trusts Salary Packaging Novated Leasing

David Bartels Education Details

Frequently Asked Questions about David Bartels

What company does David Bartels work for?

David Bartels works for Doctors Wealth

What is David Bartels's role at the current company?

David Bartels's current role is Principal Financial Adviser at Doctors Wealth.

What is David Bartels's email address?

David Bartels's email address is da****@****.net.au

What schools did David Bartels attend?

David Bartels attended The University Of Queensland, Kaplan Business School, Securities Institute, Cfa Institute, Dept Of Justice And Attorney-General, Qld Government, St Joseph's College, Gregory Terrace, Kaplan Business School.

What skills is David Bartels known for?

David Bartels has skills like Financial Planning For Doctors, Personal Insurance, Business Insurance, Business Succession Planning, Estate Planning, Wealth Creation, Superannuation Including Smsfs, Pharmacy, Financial Planning, Risk Management, Medicine, Property.

Who are David Bartels's colleagues?

David Bartels's colleagues are Tony D'agostino.

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