David has been a specialist financial planner helping clients grow, diversify, and protect family wealth since 2001 when he launched a Specialist Financial Planning Division.
He is a member of the Financial Planning Association, a superannuation auditor, and an accredited SMSF advisor. With extensive experience both personally and as an advisor, he is uniquely placed to advise on a broad range of wealth creation and protection strategies.
As Eclipse Advisory expanded, we have proudly become a part of Synchron Advice Pty Ltd ABN 33 007 207 650. Synchron is Australia’s largest privately owned financial advisory group. Established in 1989 they have grown exponentially, with now over 530 authorized representatives, located Australia-wide. The company is well respected in the Financial Services Industry and has a corporate philosophy to form associations with only the highest calibre of advisers.
With over four decades of specialised expertise in superannuation fund advising, Eclipse Advisory Pty Ltd stands ready to provide expert guidance on Self-Managed Superannuation Funds (SMSFs) and superannuation strategies. Our seasoned professionals understand the intricate nuances of SMSFs and are dedicated to helping clients navigate the complexities of wealth accumulation within the superannuation landscape.
At Eclipse Advisory Pty Ltd, we recognise the unique opportunities that SMSFs offer in building wealth, including the freedom to choose investments such as real estate, which are unavailable in traditional industry and retail funds. Our tailored advice and comprehensive support empower investors to take control of their financial futures and maximise the potential rewards of managing their super funds.
Whether you’re a seasoned investor seeking to expand your portfolio or someone new to superannuation, Eclipse Advisory Pty Ltd is committed to providing top-tier advice and assistance at every step. Trust us to guide you through the intricacies of SMSFs and superannuation, and together, let’s unlock the full potential of your financial journey.
In selecting Synchron we were heavily influenced by the following client benefits:
- Freedom to choose the best investment platform without alignment
- Improved online training and support
- Transparent Fee-based advisory model
- Access to “Best of breed” advisor software
- Competitive fee structures capable of being passed on to clients
- Complete freedom to select from all major fund managers
- Privately owned.
Our top priority is to both optimize our clients’ financial positions and successfully grow and protect their wealth in the pursuit of their personal goals. We do this by:
- Developing your goals into a financial strategy
- Continued advising on how to accumulate wealth
- Managing your investment portfolio
- Planning for your retirement
- And protecting you and your family.
