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Adviser Profile

David Kelsey

Tailored Lifetime Solutions

David has worked in the financial services industry since 1983 at an administration, fund manager and product development level. He commenced his career in financial advice in 2002 and is a Certified Financial Planner and a Self Managed Super Fund specialist adviser.

Specialties

  • Superannuation
  • Retirement Planning
  • Self-Managed Super Funds
  • Non-super Investments
  • Wealth Creation
  • Direct Equities
  • Aged Care Advice
  • Centrelink Advice
  • Personal Insurance
  • Business Insurance
  • Debt Management
  • Estate Planning

Indicative fee

Advice is provided on a fee for service basis depending on the complexity of the advice required. For advice provided that is related to your Sunsuper account, you may be able to pay via a deduction from your Sunsuper balance.

Address

Level 1, 385 Belmore Rd, Balwyn East, 3103

Office hours

Monday to Friday: 9am - 5pm. Alternative hours by appointment only.



David Kelsey is a representative of AMP Financial Planning AFSL No. 232 232 ABN 89 051 208 327 and can be found on ASIC’s Financial Advisers Register. Profiles are provided by National Advice Panel planners. More information about each planner, including services they offer, remuneration, any potential conflicts of interest, and dispute resolution, are set out in their own Financial Services Guide(s). Sunsuper does not receive or pay any referral fees to these planners. The National Advice Panel planners are not employed by Sunsuper, and Sunsuper is not responsible for the advice provided by these planners.