David Bax

David Bax Email and Phone Number

Financial Planner at WealthKey @ WealthKey
David Bax's Location
Greater Sydney Area, Australia
David Bax's Contact Details

David Bax phone numbers

About David Bax

David Bax is a Financial Planner at WealthKey at WealthKey. He possess expertise in insurance, superannuation, retirement, strategic financial planning, investments and 14 more skills.

David Bax's Current Company Details
WealthKey

Wealthkey

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Financial Planner at WealthKey
David Bax Work Experience Details
  • Wealthkey
    Financial Planner
    Wealthkey Oct 2013 - Present
    Research and implement Financial Strategies that enable my clients to:- Ensure there superannuation is going to meet their retirement goals- Put in place adequate protection plans to cover their family in times of misfortune.- Maximise pension entitlements for retirees- Reduce client's tax liabilities- Restructure financial assets to meet client's objectives and goals- Manage debt and the ability to pay it off sooner
  • Amp Direct
    Superannuation/ Insurance Specialist
    Amp Direct Aug 2011 - Sep 2013
    Help client's sought out lost superannuation, set up personal protection plans to ensure financial stability in unfortunate times.
  • Activate Financial Services
    Paraplanner
    Activate Financial Services Jan 2010 - Aug 2011
    Back office analytical support. Modelling client's portfolios to ensure specific goals and returns are met.
  • Mars Petcare
    Sales Rep
    Mars Petcare 2009 - 2010

David Bax Skills

Insurance Superannuation Retirement Strategic Financial Planning Investments Finance Portfolio Management Risk Management Asset Allocation Tax Pensions Management Wealth Management Financial Services Managed Investments Retirement Planning Restructuring Life Insurance Wealth

David Bax Education Details

  • Marian College
    Marian College

Frequently Asked Questions about David Bax

What company does David Bax work for?

David Bax works for Wealthkey

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

David Bax's current role is Financial Planner at WealthKey.

What is David Bax's direct phone number?

David Bax's direct phone number is +614991*****

What schools did David Bax attend?

David Bax attended Marian College.

What skills is David Bax known for?

David Bax has skills like Insurance, Superannuation, Retirement, Strategic Financial Planning, Investments, Finance, Portfolio Management, Risk Management, Asset Allocation, Tax, Pensions, Management.

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