David Marginson

We first met David when I was going through a redundancy about five years ago, when he was the allocated adviser for my government super fund. We were so impressed with his knowledge and advice (which was impartial, honest, and demonstrably in our best interest, given his advice was not to use the super fund of his employer at the time!) we retained David on a one-off basis to manage my redundancy arrangements and some other changes to my wife's and my own superannuation and other banking arrangements, to improve our cost savings and future earnings. We were very satisfied with the outcome. Five years later, when I was about to turn 60, we sought out David at his new employer and met to talk about retirement planning. Again, his advice was exceptional, and we compared it against another adviser at the time. We have now retained David as our adviser on an ongoing basis, transferred our superannuation to a different fund, plus other arrangements to improve our outlook. We have recommended David often to friends and family, some of whom have also taken David on board as their financial adviser. I am happy to recommend David, and Professional Wealth Services, very highly.

I have been dealing personally with David Marginson for more than 10 years as my financial adviser/coach and wealth management adviser.

My background is as a mother of 3 daughters, who has worked part time for some 40 years while supporting my family.

I have found David to be extremely well versed in all aspects of investment that are important to me as I am not a financial guru, and need quality advice from somebody I trust.

David has advised me on self funded pension planning, asset allocation to support retirement cashflow and inheritance & will planning.

Probably the most important aspect of financial planning & advice to me is to have an adviser who is prepared to take the time to fully explain strategies and sanity check that I have understood the strategy.

This is one of David's key strengths, as I have seen other advisers who focus all their attention on the high salary earner husband & ignore the spouse, whereas David gives equal attention to both my husband and myself regularly checking that we "both" understand his strategies & plans.

It is this level of care & understanding that encouraged me recently to recommend my daughter & her recently married husband to David for financial advice and planning.

I wouldn't hesitate to recommend David to anybody looking for a trustworthy & knowledgeable financial adviser.

David Marginson has been my financial adviser & wealth management counsellor for more than 10 years across 3 different wealth management providers ( I moved employers & David changed investment adviser entities ). As background I was the elected Superannuation policy manager at my employer (a Global top 500 Corp) for their Australian staff for a period of 15 years so had plenty of interaction & visibility of best practice Superannuation and wealth management providers, and can say that David was one of the best professional advisers that we had. David is extremely knowledgeable on all aspects of investment vehicles, including tax impacts, and has a detailed understanding of the risk/reward benefits of all strategies. Also David has successfully advised me on best practice personal financial strategies covering job redundancy, retirement planning, inheritance positioning , self funded pension strategies and maximizing cash flow at a time when normal PAYE salaries have ceased. I have found that his financial advice on expected investment performance and desired asset allocations is always extremely accurate. Finally, I want to say that when you are dealing with your life savings & essential retirement incomes your adviser must be somebody of the highest character, completely open & trustworthy and somebody who can actually have real empathy for your position - David meets these requirements 100%.