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David Mead

AdvDipFP, DipFP, BA (Acc) - Financial Adviser Representative - ARN: 458808

Fiducian Financial Services Adelaide

South Australia

Email
fpsupport@fiducianfs.com.au
Phone
1300 132 982
Address

Level 9, 50 Flinders St, Adelaide SA 5000

David Mead

About David Mead

David has worked over a number of years in the financial advice industry as both an adviser and with a regulator. He holds an Advanced Diploma of Financial Planning and a Bachelor of Arts in Accountancy.

David passionately believes that everyone deserves great advice, financial freedom and to be in the best position they possibly can be.

He prides himself on building great client relationships by ensuring that he understands his client’s goals and providing advice that is easy to understand and value. David believes keeping clients on track and responding to their inevitable life changes is vital.

Advice Areas

  • Wealth Creation Strategies
  • Superannuation Strategies (including defined benefit schemes)
  • 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

Retirement Savings Account Products

  • Retirement and Savings Account Products

Securities

  • Securities

Superannuation

  • Superannuation – All
  • A person’s existing holding in a superannuation product

Make an appointment with David Mead

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