David Wells

CA
Private Wealth Adviser

Background

Areas of Expertise

Key Services

Financial
Planning
Investment Advice
& Strategy
Portfolio Construction

& Management
Portfolio Reporting & Administration
Supernnuation
& SMSF
Stockbroking
Retirement
Planning
Philanthropic
Giving
Investment & Market Research

Qualifications

Certifications

Areas of Advice

Office

Gold Coast
Level 7 / 50 Appel St Surfers Paradise QLD 4217
(07) 5557 3333
goldcoast@ords.com.au

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Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.