David Hayes Email and Phone Number

I have been a financial planner since 2007, including four years working with Westpac as a Senior Financial Planner in the Gippsland region. I have been providing professional advice for over 20 years, working in management consulting and financial planning, with tier 1 professional services firms including Deloitte Consulting, Price waterhouse Coopers (PwC), and IBM, in Australia, New Zealand and South East Asia. My clients include retirees, pre-retirees, small businesses and high net worth families and individuals. My advice covers areas such as superannuation and investments, portfolio construction and management, capital gains tax concessions for small businesses, and personal insurances.I operate on a fee-for-service basis, and take on new clients primarily through referrals from my existing clients and business partners. My valued clients are families and individuals for whom I have been providing advice for several years, and who live and work across Gippsland, the Mornington Peninsula, and Melbourne's south-eastern suburbs.I am very excited to have recently launched my own private wealth advisory business, Consilium Private Wealth. “Consilium” is a Latin word meaning advice, counsel, plan, and purpose, and this exemplifies the role I play in assisting my clients with their financial planning requirements, providing strategic solutions and utilising best-of-breed products available in the market. I have chosen an independently owned financial services licensee in Capstone Financial Planning as this gives me the freedom to provide advice to my clients free of any institutional or product bias.Wattle Vale Wealth Pty Ltd trading as Consilium Private Wealth is a Corporate Authorised Representative (No.001277586) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135.