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Adviser Profile

David Maddock

Apt Wealth Partners

David holds a Bachelor of Commerce majoring in Financial Planning and Management. An experienced senior adviser, his diverse career has included roles as associate adviser, paraplanner and practice manager. Having worked in financial services for 12 years, he’s currently expanding his knowledge base and studying for his CFP.

Specialities

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

Indicative fee

Advice is provided on a fee for service basis depending on the scope and 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

24 Moorabool Street Geelong, VIC 3220

Office Hours

Monday to Friday: 8.30am - 5.30pm.



David Maddock is a representative of Apt Wealth Partners Pty Ltd AFSL No. 436 121 ABN 49 159 583 847 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.