David Still Email & Phone Number

Australia

About David J. Still & Associates Mission Statement Our business is to seek out, identify & assist persons with their insurance & financial planning needs: • financial starters & savers; • those in small business; • investors; • retirement preparers; • & those in retirement. Background and Experience David specialises in the development of personalised financial planning strategies and advice to suit each individual’s personal circumstances and needs. With over 30 years’ experience in the financial services industry including roles in Consulting, and Financial Planning. David holds a Diploma in Financial Planning and is a qualified Certified Financial Planner. He completed this education with Deakin University, RMIT Melbourne and the Financial Planning Association (FPA), the peak body providing governance of financial planning in Australia. David is certified by the Australian Tax Practiotioners Board as a registered Tax (Financial) AdviserHe brings a wealth of experience, expertise and knowledge to his role as a financial planner and is able to provide advice and direction on a broad range of financial & insurance services. David is the Company Director of David J Still & Associates, servicing the financial planning needs of a diverse client base for the past 30 years, and look forwarding to the opportunity of working with you to help you achieve your financial goals. Financial Services ProvidedThe financial services David provides advice on: Managed Investments, Property Trusts, Investment Bonds, Cash Management Accounts; Share Market Investments; & Direct PropertyTax Effective Investments; Mortgage Lending; Personal & Corporate Superannuation; Self Managed Funds, Rollovers; Income Stream Annuities & Allocated Pensions Retirement Planning including aged care and estate planning; Insurance - Life, Term, Trauma, Income Protection and Total and Permanent Disability; Margin Lending Deposit Products

Bacchus Marsh Vic Australia 3340

31 years of financial planning industry experience combined with a diverse knowledge base ensures we can build & protect wealth for the advantage of our clients - • Certified Financial Planner® (Dip FP, CFP®) • ASX Responsible Executive (Shares) • Self-Managed Super Fund (SMSF)• Margin Lending (Investment Leverage)• General Insurance Tier 1 (Asset protection)

Bachelor’S Degree, Certified Financial Planning, Dipfp;Cfp

Activities and Societies: Lions Club Bacchus Marsh - giving back to our local community Relay For Life (Cancer Council Vic) - $580,000.

Dipfinancialplanning, Financialplanning