David Peck

Dip FP, C Dec, Bach Bus (Mgt)

Mt Gravatt & Brisbane

david.peck@riseqld.com.au

(07) 3343 7611

Interests

David loves to spend time relaxing with his family and friends. He enjoys movies, reading and loves travelling.

Main services

  • Investment strategies including gearing and savings plans
  • ASX Listed Securities
  • Superannuation advice, including salary sacrifice and consolidation strategies
  • Personal insurance strategies
  • Centrelink / DVA advice
  • Retirement planning advice
  • Estate planning advice
  • Advice on ownership and structures eg. discretionary and family trusts, Self Managed Superannuation
  • Portfolio review services
  • Ongoing advisory services
  • Referrals to specialists eg. accountants, solicitors

Education

Bachelor of Business, Human Resources

Certified Financial Planner (CFP qualification)

Commissioner for Declarations

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