Financial Planner
Current
Apr 2023 - Present
AeroLeads people directory · profile
David Mcdowell Email & Phone Number
Financial Planner at Invest Blue
at
Invest Blue
1 phone found
area 146
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner at Invest Blue
Location
Armidale, New South Wales, Australia
Company size
Who is David Mcdowell? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
David Mcdowell is listed as Financial Planner at Invest Blue at Invest Blue, a company with 74 employees, based in Armidale, New South Wales, Australia. AeroLeads shows phone signal with area code 146 and a matched LinkedIn profile for David Mcdowell.
David Mcdowell previously worked as Financial Planner at Invest Blue and Financial Planner at Bridges Financial Services. David Mcdowell holds Master Of Financial Planning, Financial Planning And Services, Distinction from Kaplan Professional.
Company email context
Email format at Invest Blue
This section adds company-level context without repeating David Mcdowell's masked contact details.
Invest Blue
Review company-level records connected to David Mcdowell before choosing the right outreach path.
Profile bio
About David Mcdowell
I joined Roberts & Morrow Financial Planning in 2014, and I have 5 years’ experience as a financial adviser. I am passionate about providing holistic financial planning advice to my clients achieve their financial objectives and lifestyle goals. I develops strategies that are tailored to the clients’ situation, needs and aspirations.I work with clients at all stages of life, who i guide towards meeting their lifestyle goals & objectives through cash flow, investment, risk mitigation, debt, retirement planning and estate planning strategies.I enjoy seeing my clients gain the confidence to make informed decisions, so they can get on with enjoying the things that matter most to them.I am a Financial Planner, who has a Diploma in Financial planning, Advanced Diploma in Financial Planning, Graduate Diploma in Financial Planning. I am currently studying the Masters in Financial Planning.I enjoy spending time with my family, going away for the weekends, socialising with friends and I enjoy watching and playing all sports.
Listed skills include Superannuation, Life Insurance, Investment Strategies, Retirement Planning, and 24 others.
Current workplace
David Mcdowell's current company
Company context helps verify the profile and gives searchers a useful next step.
Invest Blue
6 roles
David Mcdowell work experience
A career timeline built from the work history available for this profile.
Financial Planner
May 2020 - Apr 2023
Financial Planner
Mar 2014 - Apr 2020
Financial Planner
I strive to do the best for my clients and provide good honest advice around their financial situation, by developing financial strategies that put them into a better position.I provide advice around Securities, Superannuation, Retirement Savings Accounts, Life Products, Managed Investments, Government Debentures, Stocks and Bonds, as well as Deposit and.
Feb 2014 - Apr 2020
Financial Planner
Provided investment advice around investments, insurance and retirement planning when it came to the members super.
Jan 2012 - Sep 2013
May 2007 - Jan 2012
Team & coworkers
Colleagues at Invest Blue
Other employees you can reach at investblue.com.au. View company contacts for 74 employees →
PA
Phillip Ambrose
Colleague at Invest Blue
Greater Brisbane Area, Australia
View →
TM
Tony Martin
Colleague at Invest Blue
Rockhampton, Queensland, Australia, Australia
View →
DF
David French
Colleague at Invest Blue
Greater Sydney Area, Australia
View →
CA
Chris Andersen
Colleague at Invest Blue
Queensland, Australia, Australia
View →
LB
Luke Bowler
Colleague at Invest Blue
Greater Sydney Area, Australia
View →
RJ
Raphaela Johnson
Colleague at Invest Blue
Greater Brisbane Area, Australia
View →
MM
Marnie Matassoni
Colleague at Invest Blue
West Wodonga, Victoria, Australia, Australia
View →
DS
David Stephen
Colleague at Invest Blue
New South Wales, Australia, Australia
View →
KP
Kylie Pryce
Colleague at Invest Blue
Queensland, Australia, Australia
View →
TM
Tom Merrick
Colleague at Invest Blue
Coffs Harbour, New South Wales, Australia, Australia
View →
Phillip Ambrose
Colleague at Invest Blue
Greater Brisbane Area, Australia
View →
TM
Tony Martin
Colleague at Invest Blue
Rockhampton, Queensland, Australia, Australia
View →
DF
David French
Colleague at Invest Blue
Greater Sydney Area, Australia
View →
CA
Chris Andersen
Colleague at Invest Blue
Queensland, Australia, Australia
View →
LB
Luke Bowler
Colleague at Invest Blue
Greater Sydney Area, Australia
View →
RJ
Raphaela Johnson
Colleague at Invest Blue
Greater Brisbane Area, Australia
View →
MM
Marnie Matassoni
Colleague at Invest Blue
West Wodonga, Victoria, Australia, Australia
View →
DS
David Stephen
Colleague at Invest Blue
New South Wales, Australia, Australia
View →
KP
Kylie Pryce
Colleague at Invest Blue
Queensland, Australia, Australia
View →
TM
Tom Merrick
Colleague at Invest Blue
Coffs Harbour, New South Wales, Australia, Australia
View →
6 education records
David Mcdowell education
Master Of Financial Planning, Financial Planning And Services, Distinction
Graduate Diploma In Financial Planning, Financial Planning And Services, Distinction
Advanced Diploma In Financial Planning, Financial Planning And Services, Competent
Diploma In Financial Planning, Financial Planning And Services, Competent
Financial Planning And Services
International Institute Of Technology
Financial Planning And Services
Lpac Online
FAQ
Frequently asked questions about David Mcdowell
Quick answers generated from the profile data available on this page.
What company does David Mcdowell work for?
David Mcdowell works for Invest Blue.
What is David Mcdowell's role at Invest Blue?
David Mcdowell is listed as Financial Planner at Invest Blue at Invest Blue.
What is David Mcdowell's phone number?
AeroLeads has found 1 phone signal(s) with area code 146 for David Mcdowell at Invest Blue.
Where is David Mcdowell based?
David Mcdowell is based in Armidale, New South Wales, Australia while working with Invest Blue.
What companies has David Mcdowell worked for?
David Mcdowell has worked for Invest Blue, Bridges Financial Services, Count Financial, Roberts & Morrow, and Sunsuper.
Who are David Mcdowell's colleagues at Invest Blue?
David Mcdowell's colleagues at Invest Blue include Phillip Ambrose, Tony Martin, David French, Chris Andersen, and Luke Bowler.
How can I contact David Mcdowell?
You can use AeroLeads to view verified contact signals for David Mcdowell at Invest Blue, including work email, phone, and LinkedIn data when available.
What schools did David Mcdowell attend?
David Mcdowell holds Master Of Financial Planning, Financial Planning And Services, Distinction from Kaplan Professional.
What skills is David Mcdowell known for?
David Mcdowell is listed with skills including Superannuation, Life Insurance, Investment Strategies, Retirement Planning, Retirement, Strategic Financial Planning, Financial Analysis, and Portfolio Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the David Mcdowell you were looking for.
View similar profiles
