Infocus Hervey Bay

PO Box 1834,Hervey Bay, QLD, 4655

phone 07 4128 1000

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Our team

David Montgomery
Financial Adviser

With over three decades of dedicated service in the banking and finance sector since 1986, I made the transition into the Financial Planning industry in 2008. Originating in Victoria, my professional journey led me to Queensland in 2017.

 

Leveraging my extensive experience and industry accreditations, I am uniquely positioned and qualified to help my clients achieve their financial goals.


Services

Financial Advice

Wealth Management

Investing

Insurance

Debt Management

Superannuation

Retirement Planning

Estate Planning

Self Managed Super Funds

Direct Equities