David Bennett Email & Phone Number

Abbotsford, Victoria, Australia

I am a Financial Adviser at the Kearney Group assisting clients on there journeys to achieving ongoing lifestyle and financial goals by providing comprehensive advice.

Axial is a unique firm that matches the best quality advice with the needs of clients. At Axial we have built our business and reputation on top level service and an almost obsessive eagerness to please clients. Put simply, it’s all about the client.My Main duties at Axial are: - Writing Strategic Advice documents for clients - Completing Research on investment opportunities - Use of Xplan to complete client projections - Insurance Analysis via Xtools - Providing strategic Advice to both existing and new clients coming into the business

Melbourne, Australia

Warringal Financial Services is a boutique firm which provides advice that is tailored to cater to your specific requirements and supported by a wide network of technical and financial specialists including respected industry experts, accountants, and solicitorsMy main duties at WFS included: - Completing Client Reporting documents such as Statements of Advice- Attending Client Meetings - Updating Client Files on Xplan- Completing Client Fund Projections through Xtools- Completing Centrelink Pension Calculations through Xtools- Regular Contact with Centrelink to update client records - Placing of Share Trades- Regular Contact with JBWere relating clients Share Portfolios- Regular Client Contact to ensure they are on track post advice- Implementation of Advice once presented to client- Insurance Analysis through Xplan- Investment Research for Advisers pre client meetings- In charge of the organisations Social Media pages (particularly Facebook and Instagram)

Melbourne, Australia

MKS Wealth Management is a privately owned, full service financial advisory business. My main duties involved: - Data Entry Into Xplan and BGL- Attending Client Meetings - Taking File notes of client meetings and recording on Xplan- Implementing Investment Strategy- Data Integrity within Xplan and BGL- Completing tax returns- Writing of quarterly and half yearly client reviews- SMSF Auditing- Writing Advice Documents such as Records of Advice

Melbourne, Australia

Shadforth is a nation wide Financial Services Company which delivers high quality advice to clients. My Main duties involved: - Attending client meetings- Producing client advice documents- Set tasks - followed up tasks with Client Service Managers- Researched managed funds to ensure the quality of SOAs and information provided to clients was up to date and accurate

Cfp

Bachelor Of Commerce - Bcom, Finance And Financial Planning

Vce