askanexpert6 - North Shore Mortgages

David is the Managing Director of Pacific Advisory, a North-Sydney based financial advisory firm specialising in wealth creation strategies for affluent and high-net-worth professionals, business owners and retirees.

David is passionate about helping individuals and companies reach their potential by making informed financial decisions.

He has extensive experience in the wealth management industry with previous roles in corporate strategy, business consulting and advisory.

David Kennedy and Pacific Advisory Wealth Management Pty Ltd are Authorised Representatives of Hillross Financial Services Limited ABN 77 003 323 055, AFSL 232705.

Specialties

- Fee for service financial advice

- Retirement planning strategies

- Income protection and life insurance
- Advising on self-managed superannuation funds
- Share portfolio advice

- Aged care funding strategies

Have a financial planning query?

Ask David for assistance by posting a comment here.

04/06/2010| 0 Comments