David Bartels

Doctors Wealth Pty Ltd

Gold
17 Yrs Experience
Herston, QLD 4006

Doctors Wealth Pty Ltd

Unit 2, 43-49 Butterfield Street
Herston, QLD 4006

Opening hours

  • 8:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • First year providing advice 2008
  • Years of experience 17
  • Highest qualification
    • Graduate Certificate in Applied Finance and Investment
  • Language spoken
    • English

Expertise

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323