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David Wilkins

Director at Personal Estate and Business Succession Planning Pty Ltd

Member Since June 2013

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4 FOLLOWERS

I work in the financial services industry and have been running my own business for over 30 years giving financial advice to retail (mum & dad) clients with SME's. I specialise in estate planning & business succession planning plus I am involved in making sure all the personal insurances are in place correctly. I also work on complex business insurance jobs in relation to buy/sell agreements. I provide all my advice on an hourly fee structure.

Qualified skills

Superannuation
Financial planning
Insurance-life
Superannuation Fund Advisors

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