David Clark Email & Phone Number

David Clark is a director and financial planner with Planwell Financial Group. He has been part of the team since 2003 and understands it is his personal integrity and commitment to excellence that contributes to his customers’ success. Having achieved a Certified Financial Planner (CFP) and a Bachelor of Commerce, David’s knowledge of the fundamentals influencing investment decisions is as deep as it is broad. Add to this his superior grasp of the regulations affecting the financial planning industry and he commands the complete suite of professional skills required to provide sound investment advice.As part of the leadership team, David puts his reputation on the line every day. His longevity within the group, the two-way street of loyalty that flows between himself and his clients and his enduring customer relationships are solid indicators that his reputation as an accomplished and frank financial planner are well-founded within the Geelong community he’s called home for over 40 years. Planwell’s financial planning process requires David to fully comprehend his clients’ circumstances so he can give quality advice. Once this is understood, he must inform his clients of any risks before developing investment strategies tailored to avoid those risks while maximising opportunities to create wealth. Combine this with a strict adherence to all regulatory compliance requirements and the Planwell process is designed to produce the approval from his clients which David enjoys.With two energetic young children just setting off on their educational journeys, his lovely wife, Narelle, uppermost in his mind and his ongoing association with the Grovedale Cricket Club, David appreciates his position within the Geelong community. He knows that providing factual and ethical financial advice to other members of his community will allow this lifestyle he values to continue for many years.

Listed skills include Retirement Planning, Wealth, Investment Strategies, Financial Planning, and 13 others.