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

David Robson, CFP®

Name David Robson CFP®
Company Wisdom Wealth Services
Address Suite 1A
29-33 Orlando Street
Coffs Harbour, NSW 2450
Phone 02 5626 5689
Mobile 0434327951

After a 14 yr career in the NSW Police, David became a Financial Planner in 1990. Over the ensuing 31 years he’s helped hundreds of people realise their financial dreams. He takes the time to understand what people want, and build a strategy to achieve their dreams then guide them through their life challenges.

Whether it’s Retirement planning, Family protection or simply making the most of their money, David has the skills and experience required to explain technical concepts in simple, client friendly language.

David has a specialist accreditation and community involvement in the complex field of Aged Care and is highly sought after to provide advice and guidance to families trying to understand and navigate the financial implications of moving a loved one into Aged Care. David can help people understand the accommodation and ongoing care costs and how these interact with Social Security, DVA and how to manage their cashflow. He’ll explain strategies around selling or retaining the family home as well as how to minimise ongoing fees.

David is an active member of the Sawtell community and holds the positions of Chairman of Sawtell Catholic Care, and Treasurer of Blue Liners Australia.

David is also a member of the Australian Institute of Company Directors.

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