David Meffert, CFP®

Name David Meffert CFP®
Company Discover Financial Partners
Address 9 Prince Patrick Street
Cremorne, VIC 3121
Phone 0416051894
Website discoverfinancialpartners.com.au/

David has been advising clients since 2003. Specialising in high net worth clients. David joined Discover as a partner in 2019, having moved from Commonwealth Private. In a time where institutionally owned firms look to simplify their advice offering, stripping it back to one size fits all investment only discussion. David has seen first hand the value that holistic advice can deliver wealthy families. The type of service traditionally exclusively provided by private family offices. David Joined the Discover team to secure this for his clients.What’s the key to achieving the best outcomes for clients? It can only happen by first building a strong relationship with his clients. By truly understand what’s important to them and their family and managing wealth to support these plans.

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