David Lannen -DipFP
Financial Adviser
Experience
David specialises in Superannuation/retirement planning and Wealth creation and has been providing advice on these matters for over 30 years.
Approximately half of this time was engaged in a senior advisory role with one of the major banks.
Qualifications
In 1996 David completed the Diploma in Financial Planning through RMIT and the following year completed studies to become a Certified Financial Planner through Deakin University.
Additional Information
David specialises in retirement planning to ensure my clients have a comfortable lifestyle. This entails looking at providing a comfortable income stream, supported with any centrelink entitlements and minimising taxes where possible.
David’s aim is not to complicate your retirement, but to make it hassle free.
David was an active member for over 30 years of the Financial Planning Association (FPA) – prior to its closure.
David Lannen is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306