David BalesDirector – Wealth Management Email: email@example.com
Professional Qualifications and Memberships
- Bachelor of Commerce from University of Melbourne
- Member of the Financial Planning Association of Australia
- Certified Financial Planner (CFP)
David is a financial adviser within the Wealth Management division of Nugents. With a career in various senior roles within the banking and finance field spanning over 25 years. David has a vast experience and financial acumen to help clients attain their financial goals.
There are a myriad of alternatives available in this complex financial environment. David’s role is tailoring the option(s) that will benefit our clients most both now and in their retirement years.