David Marginson, CFP®

I think my clients say it all:
"I have been dealing personally with David Marginson for more than 10 years as my financial adviser/coach and wealth management adviser.

My background is as a mother of 3 daughters, who has worked part time for some 40 years while supporting my family.
I have found David to be extremely well versed in all aspects of investment that are important to me as I am not a financial guru, and need quality advice from somebody I trust.

David has advised me on self funded pension planning, asset allocation to support retirement cashflow and inheritance & will planning.

Probably the most important aspect of financial planning & advice to me is to have an adviser who is prepared to take the time to fully explain strategies and sanity check that I have understood the strategy.

This is one of David's key strengths, as I have seen other advisers who focus all their attention on the high salary earner husband & ignore the spouse, whereas David gives equal attention to both my husband and myself regularly checking that we "both" understand his strategies & plans.

It is this level of care & understanding that encouraged me recently to recommend my daughter & her recently married husband to David for financial advice and planning.

I wouldn't hesitate to recommend David to anybody looking for a trustworthy & knowledgeable financial adviser."
Female Client Sydney NSW

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