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 @ PSK Private Wealth
2016 - 2017 Certified Financial Planner @ Commonwealth Financial Planning
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2016 - 2016 Financial Adviser and Paraplanning @ Self Employed - mob. 0459 996 226

2015 - 2016 Certified Financial Planner @ AustralianSuper
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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

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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

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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.

David Searle Emails

Found 1 emails

@psk.com.au

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