David Bartels Email & Phone Number

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.

Listed skills include Financial Planning For Doctors, Personal Insurance, Business Insurance, Business Succession Planning, and 13 others.