Dave Vaughan
MFinPlan, Bcomm (Fin/Mgt), DipFP, DipFS, CertIV FMBM, JP
I began working as an adviser in 2014 after a long career in the Australian Special Forces in the 2nd Commando Regiment. I had multiple overseas tours including 2 to Afghanistan.
I commenced study acheiving a Diploma in Financial Planning, Bachelor degree in Commerce (Major Finance) and then attended the AMP Horizons Academy to earn my financial adviser status.
I worked at a practice in Sydney's south for 2 years in which time I was awarded the AMP 2015 NSW "New adviser of the year". I also completed a Self managed super fund accreditation and Mortgage broking certificate. I then embarked on a Masters in Financial Planning through UNSW which I recently completed.
I started this business mid 2016 with a long time friend Warren and fellow soldier during my time in the Special Forces Commandos (2 commando regiment). We are called Loudon and Vaughan Private Wealth where I am continuing on my journey as an adviser with work and education.
I love being an adviser as I value my personal relationships with my clients and a job where you make other peoples lives better is something you wake up to with enthusiasm. I had that previously with my military career, and have found a similar drive and job satisfaction with this career.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 66
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Loudon and Vaughan Private Wealth
Suite 4, 70 Croydon StCronulla, NSW 2230
Opening hours
- 8:00am – 7:00pm Monday – Friday
- 9:00am – 1:00pm Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Walker Lane Pty Ltd
AFSL 509305