David Crawford Email & Phone Number

West End, Queensland, Australia

Partnering with Varria Personal Risk Advisers, a fantastic award winning holistic advice practice, I am excited to specialise in what I love most - providing personalised wealth protection, preservation and estate planning advice. This is carried out for both Varria clients and also in conjunction with the clients of other external advisers who understand the specialist field that risk has become.This will range from:- Life insurance advice to individuals and families to ensure they have a strong contingency plan that meets their unique situation in the event of the untoward occurring, giving them peace of mind- Life insurance advice to owners and principals of Small and Medium Enterprises (SME's) to ensure they have a robust business succession plan to ensure the all owners are able to withstand a tragic event

Brisbane, Australia

In my role at Zurich Australia Limited, I was responsible for relationship-driven business development and sales across various tiered financial planning practices throughout QLD and northern NSW. My primary objectives included:• Results-Driven Approach: Maintaining a results-driven mindset to achieve business goals and support adviser practice growth• Business Development: Leveraging business development experience that encompassed product training, technical services, practice management, and workflow processing for advisers, their staff members, and referral partners• Relationship Building: Cultivating trusted relationships with advisers and planning practices, resulting in healthy partnerships focused on revenue growth and client retention• Thought Leadership & Analytical Thinking: Demonstrating thought leadership and strong analytical thinking within partnerships to drive success• Communication & Time Management: Utilising effective communication and time management skills to deliver support across practice management needs• Account Management: Offering account management services to develop adviser practices, coaching of advisers around their strategic advice - dealing with both startups and established licenseesThis role required a blend of strategic planning, training delivery, and proactive relationship management to support business growth and client satisfaction.

Brisbane, Australia

Freedom Financial Partners evolved out of the passion of its founder to provide ethical, transparent & exceptional financial planning services through quality goals based advice to help their clients achieve their version of financial freedom.David with the utmost integrity promotes a caring, relaxed & open client relationship, developing true understanding of your goals & individual circumstances, aiding in helping you to make informed & educated decisions in your own best interest. David is passionate & committed to helping guide everyday Australian families, couples & individuals get their financial house in order - to turn the hard & stressful, into the easy & simple. We offer strategic financial planning in the following areas:• Savings plans & cash flow analysis including budgeting guidance• Debt advice including mortgage & debt review incorporating debt reduction strategies• Superannuation & providing for your future (including self-managed superannuation)• Wealth building strategies• Pre & post retirement advice (including transitioning into retirement)• Personal protection & insurances• Corporate superannuation alternatives• Estate Planning• Ongoing advice & review of strategies implemented to ensure you stay on trackFreedom Financial Partners Pty Ltd (ACN 609 701 055) is an authorised representative and credit representative of AMP Financial Planning Pty Limited, Australian Financial Services Licensee and Australian Credit LicenseeA copy of our financial services & credit guide can be found here:http://www.freedomfp.com.au/_file/FSG%20v%2010_0i.pdfGeneral InformationThe information contained on this web page is intended for discussion purposes and does not constitute personal advice. It is general information only and does not take into account the personal objectives, financial situation or needs of any one person. As a result, you should obtain independent financial advice before making any decisions about your financial situation

Brisbane, Australia

Working with Australia's foremost Dealer Groups being AMP Financial Planning, Charter and Hillross, I benefit experienced Financial Planners while liaising with them to either: 1. Join one of our successful Financial Planning Practices; or 2. Realise their own dream to become self-employed through one of our leading Start Up offers; or 3. Understand the value proposition of the AMP aligned Dealer Group best suited to their needs to enable them to further grow and develop their existing financial planning practice and enhance the financial planning offering to their clients I thoroughly enjoy working with the biggest and best practice development teams in financial planning in Queensland and northern NSW. I have the incredible opportunity to do what I love and help other people to achieve their goals in business. If there is something you think I can help you with, or if you want to know why the licensees under the AMP Group lead the market, then please contact me on Ph: 0435 964 195.

As part of Australia's Number One recruitment agency - Davidson Recruitment, for over 5 and a half years, my passion was to truly make a difference by looking after my candidates and my clients best interests to help their businesses and careers reach their full potential. I aligned myself with companies who really understood that their people are the key to their success and who understood the value I added to them achieving this success. Our team built a strong reputation along with my own personal brand that was second to none in Queensland. As recognition of this Davidson Recruitment won the SEEK award for being Australia's Favourite Recruiter for 3 years in a row.During my time at Davidson’s I specialised in recruitment to the financial planning, funds management and superannuation sectors.

Self Managed Superannuation Fund Accreditation, Financial Planning And Services

Advanced Diploma Of Financial Planning, Financial Planning And Services

Diploma Of Financial Services (Financial Planning), Financial Planning And Services

Education record

Education record