David Henry
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David Henry Email & Phone Number

Certified Financial Planner (CFP) and Manager. at Fiducian Financial Services
Location: Colac, Victoria, Australia 3 work roles 1 school
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Current company
Fiducian Financial Services
Role
Certified Financial Planner (CFP) and Manager.
Location
Colac, Victoria, Australia
Company size
172 employees

Who is David Henry? Overview

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Quick answer

David Henry is listed as Certified Financial Planner (CFP) and Manager. at Fiducian Financial Services, a with 172 employees, based in Colac, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for David Henry.

David Henry previously worked as Certified Financial Planner (CFP) & Manager. at Fiducian Financial Services and Proprietor at Ri Advice Group. David Henry holds Diploma Of Financial Planning from Deakin University.

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Email format at Fiducian Financial Services

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Fiducian Financial Services

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Profile bio

About David Henry

David Henry is a Certified Financial Planner (CFP) and Manager. at Fiducian Financial Services. He possess expertise in retirement planning, wealth management, investment strategies, financial advisory, financial planning and 12 more skills.

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

Current workplace

David Henry's current company

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Fiducian Financial Services
Fiducian Financial Services
Certified Financial Planner (CFP) and Manager.
Colac, VIC, AU
Website
fiducian.com.au
Employees
172
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3 roles · 8 years

David Henry work experience

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Certified Financial Planner (Cfp) & Manager.

Current
Fiducian Financial Services

Colac, Victoria

Fiducian Financial Services* 56 Hesse Street COLAC (03) 5231-5007* 72-76 Ryrie Street GEELONG (03) 5221-5007I have worked in the financial services industry since 1992, as a Financial Planner in a number of large organisations within the financial services industry.I hold the internationally recognised CFP® qualification from the Financial Planning Association of Australia (FPA) and a Diploma of Financial Planning. With these qualifications and experience, I am well qualified to help my clients to achieve their financial goals

2019 - Present ~7 yrs 7 mos

Proprietor

Current
Ri Advice Group

Colac & Geelong

RI Advice / RetireInvest* 56 Hesse Street COLAC (03) 5231-5007* 72-76 Ryrie Street GEELONG (03) 5221-5007I have worked in the financial services industry since 1992. Prior to joining RetireInvest (RI Advice) as a Financial Adviser in October 2001, I worked as a Financial Planner in a number of large organisations within the financial services industry.I hold the internationally recognised CFP® qualification from the Financial Planning Association of Australia (FPA) and a Diploma of Financial Planning. With these qualifications and experience, I am well qualified to help my clients to achieve their financial goals

Oct 2001 - Present
Team & coworkers

Colleagues at Fiducian Financial Services

Other employees you can reach at fiducian.com.au. View company contacts for 172 employees →

AA Anthony Amodeo Anthony Amodeo Colleague at Fiducian Financial ServicesGeelong, Victoria, Australia View → JF Jeff Frame Jeff Frame Colleague at Fiducian Financial ServicesTasmania, Australia View → AD Alan Dunne Alan Dunne Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia View → RP Richard Piesse Richard Piesse Colleague at Fiducian Financial ServicesGreater Adelaide Area, Australia View → TN Thabani Ndlovu Thabani Ndlovu Colleague at Fiducian Financial ServicesSydney, New South Wales, Australia View → JG Jijo George Jijo George Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia View → JC Joshua Charters Joshua Charters Colleague at Fiducian Financial ServicesCanberra, Australian Capital Territory, Australia View → NA Niket Ambavi Niket Ambavi Colleague at Fiducian Financial ServicesBelconnen, Australian Capital Territory, Australia View → ML Mark Longworth Mark Longworth Colleague at Fiducian Financial ServicesGreater Melbourne Area, Australia View → JS Jai Singh Jai Singh Colleague at Fiducian Financial ServicesGreater Sydney Area, Australia View →
1 education record

David Henry education

FAQ

Frequently asked questions about David Henry

Quick answers generated from the profile data available on this page.

What company does David Henry work for?

David Henry works for Fiducian Financial Services.

What is David Henry's role at Fiducian Financial Services?

David Henry is listed as Certified Financial Planner (CFP) and Manager. at Fiducian Financial Services.

Where is David Henry based?

David Henry is based in Colac, Victoria, Australia while working with Fiducian Financial Services.

What companies has David Henry worked for?

David Henry has worked for Fiducian Financial Services and Ri Advice Group.

Who are David Henry's colleagues at Fiducian Financial Services?

David Henry's colleagues at Fiducian Financial Services include Anthony Amodeo, Jeff Frame, Alan Dunne, Richard Piesse, and Thabani Ndlovu.

How can I contact David Henry?

You can use AeroLeads to view verified contact signals for David Henry at Fiducian Financial Services, including work email, phone, and LinkedIn data when available.

What schools did David Henry attend?

David Henry holds Diploma Of Financial Planning from Deakin University.

What skills is David Henry known for?

David Henry is listed with skills including Retirement Planning, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning, Investments, Investment Advisory, and Wealth.

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