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Bio

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Credentials

  • Diploma of Financial Planning
    -

Experience

    • Australia
    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor / Accountability Partner
      • Jul 2015 - Present

      Assisting Australians to make smarter financial decisions with proven strategies to increase wealth, without sacrificing their lifestyle.Providing the tools, support and knowledge that empowers people to plan their future and live with purpose.

    • David Bax on LinkedIn
      • Sep 2017 - Present

      A place to allow my articles, video's and writings on the LinkedIn platform to be easily visible. In the hope of achieving more impact with my message!It's not all finance related, actually more related to my life, failures and lessons.Feel free to share, comment or like any of the content.

    • Financial Advisor
      • Oct 2013 - Jul 2015
      • Sydney

      Providing Tailored financial advice to clients.Specialising in holistic advice: cash management, debt reduction, superannuation and insurance.Developing strategies to enable people to make smarter decisions in relation to their money and assets.

  • AMP
    • parramatta
    • Sales Associate
      • Aug 2011 - Oct 2013
      • parramatta

      Providing general financial advice on products and services to retail clients.Inbound and outbound phone calling. Focusing on insurance and superannuation solutions for varying client needs.

  • Tattoo Nation
    • Castle Hill, Sydney
    • Apprentice Tattooist
      • Sep 2008 - Dec 2009
      • Castle Hill, Sydney

      Pursuing my love of art and drawing. Creating unique, bespoke designs for clients, as well as mastering the client service relationship, administration and day to day running of a tattoo parlour. Also cleaned and sterilised all equipment and surfaces.

Education

  • 2014 - 2015
    Kaplan Australia
    Diploma, Financial Planning and Services

Suggested Services

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Industry Focus. “Financial Services”

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