David Robson Cfp® Dip Fp, Gaicd work email
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David Robson Cfp® Dip Fp, Gaicd personal email
After a 14 yr career in the NSW Police, David became a Financial Planner in 1990. Over the ensuing 31 years he’s helped hundreds of people realise their financial dreams. He takes the time to understand what people want, and build a strategy to achieve their dreams then guide them through their life challenges. Whether it’s Retirement planning, Family protection or simply making the most of their money, David has the skills and experience required to explain technical concepts in simple, client friendly language.David has a specialist accreditation and community involvement in the complex field of Aged Care and is highly sought after to provide advice and guidance to families trying to understand and navigate the financial implications of moving a loved one into Aged Care. David can help people understand the accommodation and ongoing care costs and how these interact with Social Security, DVA and how to manage their cashflow. He’ll explain strategies around selling or retaining the family home as well as how to minimise ongoing fees.David is an active member of the Sawtell community and holds the positions of Chairman of Sawtell Catholic Care, and Treasurer of Blue Liners Australia.David is also a member of the Australian Institute of Company Directors.
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RetiredWisdom Wealth Services Nov 2022 - Present -
Senior Financial Planner At Wisdom Wealth ServicesWisdom Wealth Services May 2020 - Jun 2023 -
Practice PrincipalRobson Financial Planning Jun 2019 - May 2020Suite 4A, Level 1, 26 Gordon Street, Coffs Harbour Nsw 2450
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Practice Principal And Certified Financial PlannerCommonwealth Financial Planning Pathways Feb 2008 - Jun 2019Suite 4A, Level 1, 26 Gordon Street, Coffs HarbourAged Care Specialist, Superannuation, Wealth Creation, Personal & Business Risk Insurance, SMSF, Wealth Management, Managed Funds -
Senior Financial PlannerCommonwealth Financial Planning Jan 2000 - Feb 2008Coffs Harbour, AustraliaSuperannuation, Wealth Creation, Personal & Business Risk Insurance, SMSF, Wealth Management, Managed Funds
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Financial PlannerState Bank Of Nsw Sep 1993 - Jan 2000Coffs HarbourProvided financial planning services to the Coffs Harbour and Clarence Valley areas
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Financial PlannerD And H Robson Financial Services Pty Ltd Jan 1990 - Sep 1993Coffs Harbour Area, AustraliaFinancial Planning and Personal Risk Insurance to NSW Police
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Senior ConstableNsw Police Feb 1976 - Jan 1990Sydney, Riverina, Hunter Valley & Coffs HarbourGeneral DutiesScientific Investigation SectionSpecial Weapons and Operations Squad (SWOS)
David Robson Cfp® Dip Fp, Gaicd Skills
David Robson Cfp® Dip Fp, Gaicd Education Details
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Financial Planning And Services
Frequently Asked Questions about David Robson Cfp® Dip Fp, Gaicd
What company does David Robson Cfp® Dip Fp, Gaicd work for?
David Robson Cfp® Dip Fp, Gaicd works for Wisdom Wealth Services
What is David Robson Cfp® Dip Fp, Gaicd's role at the current company?
David Robson Cfp® Dip Fp, Gaicd's current role is Retired.
What is David Robson Cfp® Dip Fp, Gaicd's email address?
David Robson Cfp® Dip Fp, Gaicd's email address is da****@****.com.au
What schools did David Robson Cfp® Dip Fp, Gaicd attend?
David Robson Cfp® Dip Fp, Gaicd attended Australian Institute Of Company Directors, Deakin University.
What are some of David Robson Cfp® Dip Fp, Gaicd's interests?
David Robson Cfp® Dip Fp, Gaicd has interest in Motorcycling, Aged Care, Surf Lifesaving And Travel.
What skills is David Robson Cfp® Dip Fp, Gaicd known for?
David Robson Cfp® Dip Fp, Gaicd has skills like Aged Care Advice, Superannuation, Wealth Management, Wealth, Retirement Planning, Strategic Financial Planning, Wealth Accumulation, Investment Strategies, Holistic Financial Planning, Investments, Pensions, Insurance.
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