Arlan Davine

BW Private Wealth

Gold

6 Yrs Experience

Ballarat Central, VIC 3350

About Arlan
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

After working for IBM for nearly 10 years in multiple different roles I decided it was time for a career change, a change to something I enjoyed and could really see myself doing for the long term. I have always helped family and friends with financial decisions and wanted to try and find a career doing the same for other people.

This is when I completed the diploma of Financial Planning in 2015 and the advanced diploma in 2016. In the same year as completing my advanced diploma I started as a Client Service Manager and quickly moved into a Para planning/associate adviser role. In 2018 I was officially made a Financial Planner and continued my education, completing the Graduate Certificate and Graduate Diploma of Financial planning by 2021.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Aged Care
Complex Investments
Socially Responsible
Tax Strategies

4.75 October 2024

I’m so glad l went to see Arlan with regard to aged care costs. He explained things clearly and succinctly. He has a friendly and engaging manner and l felt reassured by his excellent advice.

4.75 August 2024

Having been a lifetime banker but now aged 83, I appreciated an adviser who had empathy for my lack of modern day financial awareness. His interviewing technique is relaxed and reassuring with prompt follow-up communication.

5.00 August 2024

Arlan is super easy to talk to and is willing to listen to your needs before offering advice. I appreciate his non-jargon approach as I truly understood what decision we were taking to move forward and if I didn't understand, he was patient to re-explain the situation before moving on.

5.00 June 2024

I highly recommend Arlan for any of your aged care financial needs. He was very professional when dealing with our challenging circumstances. He was caring, thoughtful, supportive and empathetic.

5.00 June 2024

Arlan was always very supportive and helpful whenever we needed advice. He was very attentive during our appointments and always made himself available when we dropped in with any extra questions. We would highly recommend him to anyone looking for financial advice.