David Vickers CFP® | SSA | ADFS(FP) | MBus(Mgt)

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Company First Samuel Ltd
Title Financial Adviser
Profession Financial Planner
Address 11 Griffiths Street CAULFIELD SOUTH VIC 3162
Email [email protected]
Phone 03 8610 9222

Summary

David has over 20 years of diverse experience working in financial services; primarily managing sales teams- and later providing financial advice. This experience was gained in senior sales management positions within equipment finance and leasing, financial planning and salary packaging.

• Recently employed as a Senior Strategist for First Samuel providing technical and strategic advice to SMSF Trustees on investment markets, portfolio construction and tax.

• Previous experience includes providing advice in Family Office and Private Banking environments to HNW and self-employed clients.

• David has held CFP accreditation since 2011, is a member of the Self Managed Super Fund Association (SMSF Specialist Adviser) is a registered Tax (Financial) Adviser and holds a Masters degree in Business.

• Previous financial sales and service roles required national team leadership as well as training and coaching staff to sell financial concepts and solutions covering lending, tax strategies, salary packaging, vehicle leasing, investment and superannuation (including SMSF) to organizations, family office and individuals.