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Dave Williams

 Dave Williams

Share profile:
91 Station St Suite 6,
Malvern
VIC
3144
AU

Overview CONTACT THE ADVISER

Dave Williams Dave Williams

total Reviews

7

Experience

31yrs

Status

Gold

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

JSM Financial
JSM Financial

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

NOW FINANCIAL GROUP PTY LIMITED
NOW FINANCIAL GROUP PTY LIMITED
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 7 total)See all

"The experience my wife and I had with Dave Williams was absolutely sensational! Income protection, life insurance, disability protection etc can indeed be a confronting topic to discuss, however Dave made us feel extremely comfortable the whole way through the process. His knowledge was fantastic and of course we had a look at some other options but the package price Dave presented to us was unbeatable. Highly recommenced and thanks again Dave for all your help and support! "

Drew, 35-45 14 Nov 2017

"Dave is a personable and straight forward adviser who showed both care and knowledge when working though our needs. He made the information easy to understand and meaningful to us. Thank you. "

Melissa, 35-45 23 Aug 2017

"Dave has years of experience in the insurance field which is demonstrated in an easy to understand but thorough approach. He saved me money while also getting the best options available for me and my family. I have no problem with recommending him for all work insurance needs."

Cameron, 35-45 28 Jul 2017

History & Qualifications CONTACT THE ADVISER

My qualifications

No qualification found

My membership

No membership found

Awards
  • No award found
Years of experience
  • 31 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments

Contact details

Suite 6,
91 Station St, Malvern
VIC 3144 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 100% Average Reviews
  • 7 Total Reviews
Drew, 35-4514 Nov 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"The experience my wife and I had with Dave Williams was absolutely sensational! Income protection, life insurance, disability protection etc can indeed be a confronting topic to discuss, however Dave made us feel extremely comfortable the whole way through the process. His knowledge was fantastic and of course we had a look at some other options but the package price Dave presented to us was unbeatable. Highly recommenced and thanks again Dave for all your help and support! "

Melissa, 35-4523 Aug 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave is a personable and straight forward adviser who showed both care and knowledge when working though our needs. He made the information easy to understand and meaningful to us. Thank you. "

Cameron, 35-4528 Jul 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave has years of experience in the insurance field which is demonstrated in an easy to understand but thorough approach. He saved me money while also getting the best options available for me and my family. I have no problem with recommending him for all work insurance needs."

Jan, 46-5525 Jun 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave is very thorough and experienced in the many complexities associated with insurance, yet provides recommendations in a summarised way to clearly explain what each component provides"

Daniel, Under 3525 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave is very friendly & informative, he provided a range of options that suited my needs and was comfortable with. Very happy with the service provided and would highly recommend"

Kristen, Under 3521 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave was extremely informative, patient and receptive to our needs. He made the entire process stress free and his informal approach towards his clients makes him very relatable. I will be recommending his services to all our friends and family. "

Melissa, Under 3516 Nov 2016
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Dave is very down to earth and professional and made a somewhat daunting process very simple!!!! Highly recommended."

1
       

Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Insurance Protection
STRENGTH
7
Customers

#2
Building Super
STRENGTH
1
Customers

#2
Estate Planning
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

#2
Small Business Advice
STRENGTH
1
Customers

x

Overall rating

81%

Dave Williams

Company: JSM Financial

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies Dave Williams is a member of and in what capacity, the licensee or company of Dave Williams and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of Dave Williams (see report card scoring)

Qualifications: 25%

Compliance: 71%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%