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Tailored Financial Solutions Ensuring Protected Wealth and Growth
David, born and raised in county Northen NSW, moved to Melbourne to pursue his career. His county values, such as integrity, hard work, and a strong sense of community, are at the core of his approach.
Starting as a stockbroker in 2005, David has decades of experience in the financial industry. He navigated the 2007 financial crisis and various market conditions, earning his clients’ trust through his expertise.
David offers bespoke financial solutions, including diversified investment portfolios, tax-efficient planning, and risk management. By staying ahead of market trends, he ensures his clients’ assets are protected and positioned for long-term growth.
David’s unique background, grounded in county values and extensive experience, makes him a trusted advisor dedicated to helping clients achieve their financial goals.
Authorisations
David Breen can advise on the following product areas:
- Provide financial product advice
- Deposit and Payment Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Managed Investment Schemes
- Securities
- Superannuation
David is accredited to provide tax (financial) service advice.
Qualifications
- Graduate Diploma in Stockbroking and Financial Advising, Westen Sydney University, 2021
- Margin Lending, SAA, 2010
- ADA 1 & 2, KAPLAN, 2009
- Diploma of Financial Services (Financial Planning), FINSIA, 2008
- RG146, Dekin/FINSIA, 2005