David Benney
Co-founder Certified Financial Planner Director at Bastion Financial Group
Based in Perth, Australia
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Seniority
Other
Department
Other
Location
Perth
Industry
Financial Services
Company size
6
Contact information
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d•••••••@bastionfinancialgroup.com.au
Phone
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Background
About David Benney
A founding Director of Bastion Financial Group, the Perth boutique family and SME advisory business. Provides strategic financial advice and investment management services to families and business owners. Prepares business plans targeting elite performance and growth across key areas of the business, reviewed and updated regularly. Over thirty years experience navigating financial markets, the economy, managing investment portfolios, global asset allocation and risk management. He holds the globally recognised certification of Certified Financial Planner, CFP and a member of the Financial Advisers Association Australia, David has passed the FASEA exam requirements to retain his Financial Adviser status with ASIC and FASEA. He holds four additional tertiary qualifications relevant to the financial advice industry.
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