Our Financial Planning team | Camberwell & Wantirna
We are a passionate team here at Mortgage Choice Financial Planning and we love what we do. We love helping people create financial freedom for themselves & take control of their money.
We are so passionate about financial planning and the difference it can have on your life that your first appointment is on us! You can sit down with David & the team to go through your goals and see how he can help.
We can come to you, or you can visit us at one of our two offices:
David TaylorAR no: 000241961
Financial Adviser | Financial Planning
Having worked in the Financial Planning industry since 2000, David is passionate about helping his clients make the most of their income, get their insurance up-to-date, build wealth both inside and outside of superannuation and have a solid retirement income.
"There's not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement."
Administration Assistant | Financial Planning
Meg is a big part of the Mortgage Choice Financial Planning team in Camberwell & Wantirna and works closely with David to make sure that the financial plans built for our clients are set up and running smoothly.
"Financial planning is something that many Australians probably don't appreciate but I have seen what a difference it can make to people's lives. Many of our clients come in with a list of goals but no idea how to get there. By the time they leave they have an achievable plan to get them on their way."
Paraplanner | Financial Planning
Naoya is a new member of the financial planning team at Mortgage Choice. As a paraplanner, he ensures that the financial plans of our clients are modelled and rolled out correctly, with the right paperwork in place - which is a huge part of the financial planning process!
"I'm loving the team at Mortgage Choice in Camberwell & Canterbury and the passion they have for initiating meaningful but simple financial plans in people's lives. I also enjoy making the paperwork simple and easy to understand for our clients, so they know what the plan is and how to get there."