Prepare for tomorrow, make the most of today.

Financial advice to help you manage, grow and protect your wealth.

Advice that makes a difference.

A financial plan is about more than just money. It’s about freely living your life without worrying about your finances. It’s confidence and excitement about your future.
It’s leaving a legacy for the next generation.

At Abbott Financial Solutions we help you navigate your financial life.

Stress less. Take Control. Plan Ahead.

How we can help

At Abbott Financial Solutions, our goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing for retirement or enjoying life after work.

We develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Step 1

Discovery Call

Let's have a quick chat to see how we can work together to help you achieve your goals.

Step 1

Step 2

Gather Data

We gather data about all aspects of your financial situation so we take a comprehensive look at your life and finances.

Step 2

Step 4

Financial Plan

We create a personalised financial plan that will serve as a roadmap towards your goals.

Step 4

Implementation

We set your financial plan in action by implementing all your personalised strategies.

Step 5

Support

There is no 'set and forget it' here. We stay in touch and review your plan based on major life changes or market factors.

Step 5

We make the complex simple.

Your local financial partners

Abbott Financial Solutions Pty Ltd is a privately owned and managed financial advisory firm. Since 1972, we have been dedicated to providing professional financial planning advice and tailored solutions to our clients.

Our team of qualified professionals offers expert guidance across a range of financial areas, ensuring that no matter your current situation, you receive advice suited to your needs. We take pride in fostering strong, long-term relationships with our clients, delivering comprehensive financial strategies aligned with their individual goals.

At Abbott Financial Solutions, we are committed to providing personalised service and professional financial advice, helping you establish a solid plan to secure your financial future. Our expertise, training, and dedication translate into high-quality advice designed to support your financial wellbeing.

As an independently owned and managed business, our practice and financial planners operate as authorised representatives of Akumin Financial Planning Pty Limited, ensuring you receive trusted and reliable financial guidance.

David has worked in the financial services industry for over 20 years and became a financial adviser in 2004. He holds a Bachelor of Business and a Bachelor of Arts (Psychology) from the University of Queensland, an Advanced Diploma in Financial Planning, and specialist accreditation in Self-Managed Super Funds (SMSF). He is also an Accredited Aged Care Professional.

With extensive experience in financial planning, David helps clients navigate financial decisions with clarity and confidence, guiding them in setting and achieving their financial goals.

Outside of work, he enjoys spending time with family and friends, is an avid golfer, and a passionate rugby fan—cheering on the Queensland Reds and the Wallabies.