David McGregor
B Comm,AFP, A Fin

Email Contact: davidm@ncba.com.au

Education

Bachelor of Commerce (Accounting), Graduate Certificate Financial Planning

Certified Financial Planner

Associate, Financial Services Institute of Australia, Associate Financial Planning Association of Australia.

Expertise

David was previously a Financial Information Service officer, Centrelink’s equivalent to a Financial Planner. Working with Centrelink for more than ten years, David has wealth of experience in dealing with pre and post retirement issues. David currently works from our Subiaco office.

He has an extensive knowledge of Social Security Law and the financial issues pertaining to aged care.

David believes that his role is to create simple, yet effective strategies to help his clients maximise their retirement income.

David’s main areas of practice are in the following areas:

Retirement Planning, Aged Care, Superannuation, Centrelink planning & liaison, Investment Advice.

He is often called upon to speak at seminars or appear on 6PR radio to discuss financial planning. His expertise in Aged Care financial issues is in high demand.

He is married with two young children. He enjoys the occasional game of golf and spending time with his family.