David Minehan, CFP®

Name David Minehan CFP®
Address 10 Kenrick Street
The Junction, NSW 2291
Phone 0412688842

Having lived in Newcastle my entire life, I love this city and the community. I enjoy working with various clients, who all have a different story, different needs and different goals. The tools to help someone can be simple or complex, no one single solution suits everyone. I appreciate the long standing relationships I have with existing clients and appreciate the referrals they provide, be it family or friends. I have a Bachelor of Commerce from the University of Newcastle, both a Diploma of Financial Planning and Advanced Diploma of Financial Planning from Deakin University and the highest level of attainment with the industry as a Certified Financial Planner. Importantly I continue to study and learn.

< Prev Page