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

David Walters, CFP®


Name David Walters CFP®
Company Triumph Financial Planning
Address 87 Auckland Street
Gladstone, QLD 4680
Phone 07 49720013
Mobile 0457757779
Website www.triumphfinancialplanning.com.au

Triumph Financial Planning offers a holistic planning service using individual strategies for each client. We advise on all aspects of managed investments and direct shares within the ASX 200. Superannuation including industry funds and self managed super funds, retirement planning and retirement income streams, centrelink and aged care are also areas we are able to assist clients to achieve best possible outcomes. We also advise on personal insurances and business succession planning strategies. We are Registered Tax ( Financial) Advisers.

Our fee structure is based on a flat fee for service model.

Our dealer group is Capstone Financial Planning.
We provide strategies that are in the best interests of each client.

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