The Financial Planning Association of Australia The Financial Planning Association of Australia

David Minehan, CFP®

Name David Minehan CFP®
Company Maxim Private Clients
Address Level 4
45 Watt Street
Newcastle, NSW 2300
Phone 02 49251000
Mobile 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 ti study and learn.

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