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5.00
1 Review

David Gidney

Planning Box

Bronze
11 Yrs Experience
Murarrie, QLD 4172

Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Banking, Investment Strategies, Retirement Planning, Equities, and Financial Advisory.

I have a passion to create an enjoyable journey for each and every client on their way to a fulfilling retirement.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2014
  • Years of experience 11
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Planning Box

Unit 24, 8 Metroplex Ave
Murarrie, QLD 4172

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

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

Licensed by

Interprac Securities

AFSL 246638