David Smith

David Smith

David Smith

727 Collins St, Docklands VIC 3008, Australia
Urban Capital Wealth
Member of Association of Financial Advisers Logo

Graduate Diploma in Financial Planning (GradDipFinPlan) Diploma of Finance and Mortgage Broking Management Bachelor of Science Registered Tax (Financial) Adviser. AFA – FChFP – Fellow Chartered Financial Practitioner of Association of Financial Advisers F FIN – Fellow of Financial Services Institute of Australia FBAA – Member of Finance Brokers Association of Australia

Focus Areas
  • Estate Planning
  • Income Protection
  • Life Insurance
  • Pro Bono Advice
  • Retirement Planning
  • Superannuation
  • Wealth Management
Bio Alignments

Non Institutionally Aligned


FChFP Grad

BSc, Grad Dip Financial Planning

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