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Welcome to Gold Coast Financial Planning Pty Ltd.
Gold Coast Financial Planning’s expertise leads to a holistic approach to financial planning focusing on Superannuation and Retirement planning, Centrelink strategies, accumulation of wealth, and wealth management strategies. Gold Coast Financial Planning’s role is to provide clients with the highest quality investment and financial planning advice. David Willick is a highly qualified professional with more than 28 years experience in the financial services industry. He is a Certified Financial Planner and holds a Diploma in Financial Planning. David has also attained an Advanced Certificate in Management and has completed his Masters in Financial Planning.
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Gold Coast Financial Planning Pty Ltd is a professional financial planning business which operates as a Corporate Authorised Representative AFSL Licence No. 291217 of Charter Financial Planning. Established in 1996, Charter Financial Planning Limited is an Australian Financial Services Licensee, Licence number 234665, that is committed to providing exceptional financial planning advice through it's network of professional and well equipped authorised representatives. As part of the global AXA group it has a prominent and solid standing in the financial industry. In line with it's professional approach Charter Financial Planning (ABN-35002976294) is a principal member of the Financial Planning Association (FPA) and observes a strict and comprehensive Code of Professional Conduct which assists to set minimum acceptable levels of service.