David Siostrom

David Siostrom

David Siostrom

Financial Planning

David has provided comprehensive financial planning advice to individuals and business clients since 1994.

David joined Wayne and Barrie in 2006 to form Henson Lloyd Advisory Services. They operate as a corporate authorised representative of Dover Financial Advisers Pty Ltd AFSL licence no. 307248. This arrangement provides a wider range of services and far greater flexibility for clients enabling them a wider scope of opportunities under the guidance of David.

Apart from the traditional financial planning advice David specialises in Self Managed Superannuation and Retirement Planning advice to build future wealth for clients to maintain and enhance their lifestyles.

Education

  • Diploma of Financial Planning Dip FP
  • Certified Financial Planner CFP
  • Graduate Diploma of Applied Finance & Investment
  • Certified Financial Strategist (CFS)
  • ICFS Specialist SMSF Course

Memberships

  • Financial Planning Association CFP
  • Association of Independently Owned Financial Professionals CFS
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