David Blakis

Aspire Wealth Group

Gold
24 Yrs Experience
Ivanhoe East, VIC 3079

I am a Certified Financial Planner, who is passionate about advising and helping clients obtain financial security and independence, which ultimately enables them to achieve their personal life goals.

I have over 25 years experience in financial services, commencing my career with the business in 1998. I am a Director of Aspire Fianncial Advisers and head up our Financial Planning team.

Outside of work, I enjoy spending time with my family and have interests in water skiing and snow skiing.

Expertise

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2001
  • Years of experience 24
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Aspire Wealth Group

Suite 4, 210 Lower Heidelberg Road
Ivanhoe East, VIC 3079

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Count Financial Limited

AFSL 227232