David Maddock Cfp®

David Maddock Cfp® Email and Phone Number

Regional Manager, Senior Financial Planner and SMSF Specialist Adviser at Apt Wealth Partners @ Apt Wealth Partners
australia
David Maddock Cfp®'s Location
Geelong, Victoria, Australia, Australia
David Maddock Cfp®'s Contact Details

David Maddock Cfp® work email

David Maddock Cfp® personal email

n/a
About David Maddock Cfp®

David Maddock Cfp® is a Regional Manager, Senior Financial Planner and SMSF Specialist Adviser at Apt Wealth Partners at Apt Wealth Partners. He possess expertise in estate planning, financial advisory, superannuation, retirement, wealth and 14 more skills.

David Maddock Cfp®'s Current Company Details
Apt Wealth Partners

Apt Wealth Partners

View
Regional Manager, Senior Financial Planner and SMSF Specialist Adviser at Apt Wealth Partners
australia
Website:
aptwealth.com.au
Employees:
39
David Maddock Cfp® Work Experience Details
  • Apt Wealth Partners
    Senior Financial Planner
    Apt Wealth Partners Jan 2015 - Present
    Geelong
    Our PromiseApt Wealth Partners are the proactive financial partners you can rely on to look after your family’s future - "Lifestyle and Financial Success" for our clients is our aim.My key responsibilities are to provide best practice advice and be the Principal adviser co-ordinating other professional services to build strong relationships with our clients. Our services: Investment advice Ongoing portfolio administration and review Retirement planning Superannuation strategies Salary packaging Stockbroking Centrelink strategies Estate planning Insurance planning DIY Super - strategy and investments
    View
  • Hg Financial Services (A Division Of The Hrkac Group)
    Financial Adviser
    Hg Financial Services (A Division Of The Hrkac Group) Apr 2009 - Jan 2015
    Geelong
  • Hg Financial Services Ltd
    Practice Manager
    Hg Financial Services Ltd Sep 2008 - Apr 2009
    Geelong
  • St Andrews Wealth Management
    Senior Paraplanner
    St Andrews Wealth Management Feb 2007 - Sep 2008
    Melbourne, Australia
  • Gateway Financial Group
    Senior Paraplanner/Adviser
    Gateway Financial Group Aug 2003 - Feb 2007
    Geelong

David Maddock Cfp® Skills

Estate Planning Financial Advisory Superannuation Retirement Wealth Retirement Planning Wealth Management Insurance Financial Planning Strategic Financial Planning Pensions Finance Financial Services Social Security Life Insurance Wealth Accumulation Accounting Self Managed Superannuation Certified Financial Planner

David Maddock Cfp® Education Details

Frequently Asked Questions about David Maddock Cfp®

What company does David Maddock Cfp® work for?

David Maddock Cfp® works for Apt Wealth Partners

What is David Maddock Cfp®'s role at the current company?

David Maddock Cfp®'s current role is Regional Manager, Senior Financial Planner and SMSF Specialist Adviser at Apt Wealth Partners.

What is David Maddock Cfp®'s email address?

David Maddock Cfp®'s email address is da****@****.com.au

What schools did David Maddock Cfp® attend?

David Maddock Cfp® attended Deakin University.

What skills is David Maddock Cfp® known for?

David Maddock Cfp® has skills like Estate Planning, Financial Advisory, Superannuation, Retirement, Wealth, Retirement Planning, Wealth Management, Insurance, Financial Planning, Strategic Financial Planning, Pensions, Finance.

Who are David Maddock Cfp®'s colleagues?

David Maddock Cfp®'s colleagues are Tyler Hempel, Jakob Ayres, Matthew Dunbar Cfp®, Jhan Patrick B., Alisha Sandhu, Brett Rowe, April Broñola.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.