David Roberts

Fiducian Financial Services
David Roberts

Bondi, NSW

About

About Fiducian Financial Services

Fiducian Financial Services Pty Ltd is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products and services.

For an initial complimentary consultation with David Roberts, Financial Planner Bondi, please click on “Make An Appointment” above, or contact us directly.

Our Services

Financial Planner David Roberts is an Authorised Representative of Fiducian Financial Services Pty Ltd and is licensed to provide you with financial planning services, which include advising, and dealing in the following financial products:

  • Deposit and Payment Products – Non-basic Deposit Products;
  • Government Debentures, Stocks or Bonds;
  • Investment Life Insurance Products;
  • Life Risk Insurance Products;
  • Managed Investment Schemes, including IDPS;
  • MDA Services;
  • Retirement Savings Account Products;
  • Securities;
  • Superannuation;
  • A person’s existing holding in a Superannuation product;
  • Self-Managed Superannuation Funds.

 

Profile

About David Roberts

David has extensive experience in the financial services industry, working in the industry for over 30 years and becoming a Financial Planner in 1992. His aim is to assist his clients secure their financial security by understanding their personal needs, implementing strategies and partnering with them as a mentor to achieve their goals.

He believes that all clients deserve to have their financial needs carefully considered with a view to meeting their needs and goals.

David holds a Diploma of Financial Services and is a Justice of the Peace.

Additionally, he has an extensive in-depth working knowledge of small business having successfully run his own company for over 30 years, giving him a sound understanding of the challenges small businesses face.

As an Authorised Representative of Fiducian Financial Services, David is committed to providing you with a high level of service in a professional manner; including strategies to cover your personal risk needs, superannuation advice, wealth creation, pre-retirement and retirement advice including maximising Centrelink and ATO benefits, and assisting in your estate planning needs.

David continues to undertake regular professional training and development to ensure his knowledge and skills are kept up to date. When not working with his clients to secure their financial future, David enjoys going to the gym, martial arts, travelling, scuba diving, playing golf and coastal treks.

Testimonials

What clients are saying about David Roberts

Fiducian Financial Planners believe that quality financial advice can significantly improve the current position of most individuals and that the relationship between a client and their Financial Planner is a key ingredient in achieving that goal.

A professional relationship built on trust, advice, support and re-assurance can be the corner stone for developing and maintaining a financial plan perfect for you and your family.

We are naturally delighted to hear from many Fiducian clients who are very satisfied with the service they have received from their Fiducian Financial Planner and who are happy to recommend their Fiducian Financial Planner.

News & Community

Local News and Events

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