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David Freakley CFP Dip FP

David Freakley CFP Dip FP

Mr David Freakley CFP Dip FP
Financial Planner

Financial Services Guide
Financial Services Guide 2

Experience

I have been providing quality insurance and wealth advice solutions for over 35 years whilst working in a variety of businesses including a Perth based Chartered Accountancy firm, Insurance and Financial Planning Services businesses and a Corporate Superannuation Consultancy. I am passionate about providing tailored solutions for individuals and families, busy professionals, self-employed business people and those planning for retirement.

Qualifications

I have completed the Diploma of Financial Planning and I am a Certified Financial PlannerĀ® (CFP) Member of the Financial Planning Association of Australia (FPA), which is recognised by the industry as the highest level of qualification

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

This FSG is in Adobe™ Acrobat™ format. If you do not have Acrobat installed, you can download Acrobat by clicking on the icon to the right. Otherwise, click on the download link. Download

Download Adobe Acrobat
Address 1162 Hay Street West Perth WA 6005
Phone 08 9213 4567
Email davidfr@ebm.com.au