David Bales

Print Friendly, PDF & Email

David Bales

Director – Wealth Management
david@nugents.com.au

Professional Qualifications and Memberships

  • Bachelor of Commerce from University of Melbourne
  • Member of the Financial Planning Association of Australia
  • Certified Financial Planner (CFP)

Professional Background

David is a financial adviser within the Wealth Management division of Nugents. With a career in various senior roles within the banking and finance field spanning over 25 years. David has a vast experience and financial acumen to help clients attain their financial goals.

There are a myriad of alternatives available in this complex financial environment. David’s role is tailoring the option(s) that will benefit our clients most both now and in their retirement years.