Hillross

IMG_6506
David Bales
Director - Wealth Management
Nugents Wealth Management. Level 1, 6 Riverside Quay, Southbank VIC 3006

“I equip clients with the information necessary for them to make smart financial decisions.”

What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Certified Financial Planner™
  • Bachelor of Commerce from University of Melbourne
  • Graduate Diploma Financial Management from University of New England
  • Diploma of Financial Planning from Deakin University
  • Member of the Financial Planning Association of Australia

Areas of
Expertise

Estate planning
Investments
Retirement
Self Managed Super Fund
Strategic Planning

With a career in various senior roles within the banking and finance field spanning over 25 years (the majority of those as a Financial Adviser), I have vast experience and financial acumen to help you attain your financial goals.

After gaining an understanding of your financial world, my extensive experience helps formulate quality solutions that will improve your financial future. There are a myriad of alternatives available in this complex financial environment but my role is tailoring the option(s) that will benefit you most both now and in your retirement years.

Fundamentally, I help people to help themselves.


David's ideas of Financial Freedom

“We are reminded constantly that the events of tomorrow are determined by decisions made today. I do not want these events dictated to me but rather make smart financial decisions today that put me in the driver’s seat to achieve my desired financial outcomes.”