David McDowell
Invest Blue Pty Ltd
I joined Roberts & Morrow Financial Planning in 2014, and I have 5 years’ experience as a financial adviser.
I am passionate about providing holistic financial planning advice to help my clients achieve their financial objectives and lifestyle goals. I develop strategies that are tailored to the clients’ situation, needs and aspirations.
I work with clients at all stages of life, by guiding clients towards meeting their lifestyle goals & objectives through cash flow, investment, risk mitigation, debt, retirement planning and estate planning advice.
I enjoy seeing my clients gain the confidence to make informed decisions, so they can get on with enjoying the things that matter most to them.
I am a Financial Planner, who has a Diploma and Advanced Diploma in Financial Planning and is a currently studying his Graduate Diploma in Financial Planning
I enjoy spending time with my family, going away for the weekends, having a barbeque with friends and I enjoy watching and playing all sports.
Expertise
My fees
I charge a Statement Of Advice (SOA) fee from $2,000 to $5,000 depending on the complexity of the advice. Implementation costs are on top and are detailed in the Statement of Advice. My ongoing service fee ranges from $3,000 to $5,000 per annum charged on a monthly basis.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 2
- First year providing advice 2012
- Years of experience 12
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Invest Blue Pty Ltd
Level 1, 10 Finchley StMilton, QLD 4064
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
