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Financial Simplicity

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Australia

Founded in

2003 (22 Years)

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Get to know Financial Simplicity

Founded in 2009 by David Velten, Financial Simplicity Pty Ltd is a boutique financial planning firm based in Newcastle, Australia. The company's mission is to make quality financial advice accessible and easy to understand for its clients. They specialize in developing personalized strategies across wealth creation, superannuation, retirement planning, and personal insurance, aiming to help clients achieve their long-term financial goals and security. The firm operates as a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd.

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  • Financial Wealth ManagementPRIMARY
  • Financial Other Service

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