David Robson Cfp® Dip Fp, Gaicd

David Robson Cfp® Dip Fp, Gaicd Email and Phone Number

David Robson Cfp® Dip Fp, Gaicd's Location
Coffs Harbour, New South Wales, Australia, Australia
David Robson Cfp® Dip Fp, Gaicd's Contact Details

David Robson Cfp® Dip Fp, Gaicd work email

David Robson Cfp® Dip Fp, Gaicd personal email

n/a
About David Robson Cfp® Dip Fp, Gaicd

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.

David Robson Cfp® Dip Fp, Gaicd's Current Company Details
Wisdom Wealth Services

Wisdom Wealth Services

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Retired
David Robson Cfp® Dip Fp, Gaicd Work Experience Details
  • Wisdom Wealth Services
    Retired
    Wisdom Wealth Services Nov 2022 - Present
  • Wisdom Wealth Services
    Senior Financial Planner At Wisdom Wealth Services
    Wisdom Wealth Services May 2020 - Jun 2023
  • Robson Financial Planning
    Practice Principal
    Robson Financial Planning Jun 2019 - May 2020
    Suite 4A, Level 1, 26 Gordon Street, Coffs Harbour Nsw 2450
  • Commonwealth Financial Planning Pathways
    Practice Principal And Certified Financial Planner
    Commonwealth Financial Planning Pathways Feb 2008 - Jun 2019
    Suite 4A, Level 1, 26 Gordon Street, Coffs Harbour
    Aged Care Specialist, Superannuation, Wealth Creation, Personal & Business Risk Insurance, SMSF, Wealth Management, Managed Funds
  • Commonwealth Financial Planning
    Senior Financial Planner
    Commonwealth Financial Planning Jan 2000 - Feb 2008
    Coffs Harbour, Australia
    Superannuation, Wealth Creation, Personal & Business Risk Insurance, SMSF, Wealth Management, Managed Funds
  • State Bank Of Nsw
    Financial Planner
    State Bank Of Nsw Sep 1993 - Jan 2000
    Coffs Harbour
    Provided financial planning services to the Coffs Harbour and Clarence Valley areas
  • D And H Robson Financial Services Pty Ltd
    Financial Planner
    D And H Robson Financial Services Pty Ltd Jan 1990 - Sep 1993
    Coffs Harbour Area, Australia
    Financial Planning and Personal Risk Insurance to NSW Police
  • Nsw Police
    Senior Constable
    Nsw Police Feb 1976 - Jan 1990
    Sydney, Riverina, Hunter Valley & Coffs Harbour
    General DutiesScientific Investigation SectionSpecial Weapons and Operations Squad (SWOS)

David Robson Cfp® Dip Fp, Gaicd Skills

Aged Care Advice Superannuation Wealth Management Wealth Retirement Planning Strategic Financial Planning Wealth Accumulation Investment Strategies Holistic Financial Planning Investments Pensions Insurance Financial Planning Wealth Management Services Income Protection Investment Advisory Smsf Estate Planning Financial Planners Retirement Accredited Aged Care Specialist Financial Services Pension Funds Self Managed Superannuation Funds

David Robson Cfp® Dip Fp, Gaicd Education Details

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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