Qualifications
& Memberships
- Certified Financial Planner
- Bachelor of Commerce
- Diploma of Financial Services (Financial Planning)
- Financial Planning Association (FPA)
- SMSF Association of Australia
- Fellow Chartered Financial Practitoner
- Association of Financial Advisers
Areas of
Expertise
With money and financial stability among the top three fears of many Australians, Capital Wealth Group was established to provide financial and investment planning services. We take the time to unearth our client’s current and desired financial position. Drawing on our experience and professional education, we explain in plain English, the simple laws that govern money and how to set the strongest foundation to construct and grow wealth.
Meet our team
We make money simple to understand, to give you back control and free up your…
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Testimonials
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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
“David is fanstastic in giving advice that is thorough, easy to understand & relevent to me. He has helped me in my financial situations and is a very trustworthy adviser. I highly recommend him to anyone seeking financial advice.”