David Searle Email
Corporate Consultant @ PSK Private Wealth
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David Searle Location
- Brisbane City, QLD, AU
David Searle Work
- 2017 -now Corporate Consultant @
- 2016 -2017 Certified Financial Planner @
- 2016 -2016 Financial Adviser and Paraplanning @ Self Employed - mob. 0459 996 226
- 2015 -2016 Certified Financial Planner @
- 2012 -2015 Financial Adviser @ My Super Future t/as QIEC Financial Planning and Club Super Financial Planning
- 2009 -2012 Director and Financial Adviser @ David Searle Financial Services Pty Ltd
David Searle Education
- Deakin University (in conjunction with Financial Planning Association)
(Certified Financial Planner)
2002-2004 - Deakin University (in conjunction with Financial Planning Association
(Diploma of Financial Planning)
2000-2002 - Securities Institute of Australia
(Diploma of Financial Markets)
1998-2000
David Searle Skills
- Ability to meet client needs and expectations
- Motivation to exceed client expectations
- In depth knowledge of financial planning concepts
- Ability to educate clients on key financial issues
- Ability to prepare and present relevant seminar material
- Investment strategies
- Superannuation and Retirement Planning
- Gearing and wealth accumulation
- Tax effective planning
- Debt management
- Project Planning
- Microsoft Word
- Training
David Searle Summary
- David Searle, based in Brisbane City, QLD, AU, is currently a Corporate Consultant at PSK Private Wealth. David Searle brings experience from previous roles at COMMONWEALTH FINANCIAL PLANNING LIMITED, Self Employed - mob. 0459 996 226, AustralianSuper and My Super Future t/as QIEC Financial Planning and Club Super Financial Planning. David Searle holds a 2002 - 2004 Deakin University (in conjunction with Financial Planning Association). With a robust skill set that includes Ability to meet client needs and expectations, Motivation to exceed client expectations, In depth knowledge of financial planning concepts, Ability to educate clients on key financial issues, Ability to prepare and present relevant seminar material and more. David Searle has 1 emails on RocketReach.
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Top PSK Private Wealth Employees
David Searle
Corporate Consultant
Brisbane City, QLD, AU
Andrew Jones
Partner
Canberra, ACT, AU
Glenn Toohey
Chief Financial Officer
Sydney, NSW, AU
Bill Fotopoulos
Financial Adviser and Partner
Sydney, NSW, AU
David Debono
Partner and Senior Financial Advisor
Camden, NSW, AU
Gina Mavraidis
Chief Operating Officer
Sydney, NSW, AU
Francis Raymond
General Manager
Sydney, NSW, AU
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