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David Smith

 David Smith

Share profile:
170 Coonawarra Road Suite 2
Winnellie
NT
0820
AU

Overview CONTACT THE ADVISER

David Smith David Smith

total Reviews

3

Experience

15yrs

Status

Silver

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Frost Financial Planning
Frost Financial Planning

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:

Australia and New Zealand Banking Group Limited
Australia and New Zealand Banking Group Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Tax Effective StrategiesTax Effective Strategies
Small Business AdviceSmall Business Advice

Latest Customer Reviews (3 of 3 total)See all

"David is very good in answering our questions and putting us at ease. While we may come with our own solutions, his advised allows us to adapt or feel happier with the decisions we have made"

Bronwyn, 35-45 13 Oct 2017

"I went to David looking for some investment advice. He undertook a full review of my investments and financial standing, and implemented strategies which I am confident will put me in a much better position when I retire"

Bruce, 56-65 10 Sep 2017

History & Qualifications CONTACT THE ADVISER

My qualifications
My membership

SMSF Association (SMSF)

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

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 2
170 Coonawarra Road, Winnellie
NT 0820 Australia

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 91% Average Reviews
  • 3 Total Reviews
Bronwyn, 35-4513 Oct 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"David is very good in answering our questions and putting us at ease. While we may come with our own solutions, his advised allows us to adapt or feel happier with the decisions we have made"

Bruce, 56-6510 Sep 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I went to David looking for some investment advice. He undertook a full review of my investments and financial standing, and implemented strategies which I am confident will put me in a much better position when I retire"

Peter, 56-6526 Oct 2014
Expand
Overall customer rating
97%
- Communication
98%
- Knowledge & Expertise
98%
- Customer Care
96%
- Recommendation
96%
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
Building Super
STRENGTH
2
Customers

#2
Insurance Protection
STRENGTH
1
Customers

#2
Managing Debt
STRENGTH
1
Customers

#2
Preparing For Retirement
STRENGTH
1
Customers

#2
Savings Investment
STRENGTH
1
Customers

#2
Self Managed Super Funds
STRENGTH
1
Customers

#2
Small Business Advice
STRENGTH
1
Customers

x

Overall rating

79%

David Smith

Company: Frost Financial Planning

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies David Smith is a member of and in what capacity, the licensee or company of David Smith 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 David Smith (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 98%

Customer Satisfaction: 96%