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David Fleming

Promenade Wealth Management

Gold
26 Yrs Experience
Geographe, WA 6280

We provide financial advice to clients at different stages of life, including many at or near retirement.

We are based from Busselton and Bunbury and primarily service the South West of WA.

We look to form lasting relationships and keep clients on track for the long term.

Please refer to our website for further details: promenadewm.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Please refer to promenadewm.com.au

At a glance

  • Adviser status Gold
  • First year providing advice 1998
  • Years of experience 26
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Promenade Wealth Management

11 Keel Retreat
Geographe, WA 6280

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135