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

David Smith, CFP®


Name David SmithCFP®
Company Hub Wealth Management
Address Level 18
44 Market Street
Sydney, NSW 2000
Phone 02 92793565
Website www.hubwealth.com.au

I am a specialist in investment, superannuation and retirement strategies. Clients tend to have larger sums to invest and value interactive ongoing advice.
We aim to have a strong interpersonal relationship with each client, to ensure that we design, implement and manage effective solutions for each client.
This involves spending considerable time understanding your situation, risk profile, family situation, plans and objectives. Modelling tools are also used to look at potential outcomes under different scenarios.
We then document our proposed approach, including strategy, investment approach, service, research and costs.
Overall, the approach is based on bringing extensive experience and strong academic qualifications to combine with a very personalised, approach tailored for each client.

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