David Henry

About David Henry

David has worked in the financial services industry since 1992. Prior to joining Fiducian Financial Services he has worked as a financial adviser in a number of large organisations.

He holds the internationally recognised CERTIFIED FINANCIAL PLANNER® professional qualification from the Financial Advice Association Australia (FAAA) and a Diploma of Financial Planning.

He is also an Associate of the Financial Advice Association Australia (FAAA). With these qualifications and experience, he is well qualified to help clients to achieve their financial goals.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Self-Managed Superannuation Funds
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Government Debentures, Stocks or Bonds

• Government Debentures, Stocks or Bonds

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS
• MDA Services

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• Self-Managed Superannuation Fund
• A person’s existing holding in a superannuation product

Margin Lending Facility

• Standard Margin Lending Facility