|Name||David Minehan CFP®|
|Company||Maxim Private Clients|
45 Watt Street
Newcastle, NSW 2300
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 ti study and learn.