David Kim



David has a strong passion in helping clients acquire a firm sense of financial security. He works with his clients to navigate through their circumstances to help meet their financial needs. By doing so it allows his clients to spend more time focusing on other aspects of their life, such as family, friends or leisurely activities. David’s goal is to deliver the value that clients seek and believes that the best way to help a client is to put himself in their shoes and aim to meet a client’s goals as if they were his own. David specialises in providing tailored advice that focuses on wealth creation. He has a wide variety of financial expertise and can provide advice on investments, portfolio management, superannuation, SMSF strategies, retirement planning, life insurance, asset protection, cash flow management and forecast modelling. His experience providing advice ranges from everyday mum and dads to high net worth individuals. With many qualifications which include a Master’s in Financial Planning, as well as a double Bachelor’s degree of Applied Finance & Economics, David is a highly qualified Adviser in the industry.

My Specialities

Wealth Management
Office Location
Findex Sydney
Level 24, 1 O'Connell Street
Sydney, NSW 2000
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