David Bomford
Addicott Partners
David Bomford is a qualified Financial Advisor working for Addicott Partners in Melbourne. He has extensive experience in Financial Services, holding various roles since 2009.
Being a proud indigenous Palawa man, David believes in diversity and inclusion. David is skilled at explaining complex financial strategies to clients. He is passionate about assisting clients to achieve their goals and to have the future they dream of. Some of the areas of David’s expertise include Superannuation, Investments, Insurance and Tax Reduction strategies. David has successfully passed the FASEA ethics exam.
David has completed RG146 and the Advanced Diploma in Financial Planning and will completing his Graduate Diploma of Financial Planning through Deakin University in early 2023.
Expertise
My fees
We do not charge for the initial meeting, if we decide to work together we will provide you with a quote at the time. In some cases fees can be paid by super funds.
We are a fee for service practice and we do not accept any commission payments from investment product, we are still paid by commission for Life insurance which is still industry standard. Any upfront and ongoing fees are agreed to in advance and clearly declared to you. No hidden surprises.
At a glance
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Adviser status
Silver
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Graduate Certificate of SMSF
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Language spoken
- English
Addicott Partners
Suite 305, 430 Little Collins StMelbourne, VIC 3000
Anderson Lutgens & Co
416 High StNorthcote, VIC 3070
Meeting methods
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In person
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Phone
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Video call
Licensed by
Ad Advisory Services
AFSL 237058
