About Us

and our team…

WHO WE ARE

Armstrong Financial Planning is a local Gold Coast company providing services to the Gold Coast-Tweed region.

The Principal, David Armstrong, has been providing financial advice since 1991 and since 1997 on the Gold Coast.

David was previously employed by NAB Financial Planning before purchasing the franchise in 2015.

Authorised Representative of GWM Adviser Services AFSL 230692.

 

WHAT WE DO

We help you plan for the financial future you deserve. 

CFP

Our Story

About David Armstrong & How I can help You

David Armstrong

Authorised Representative 001003616.

David has been giving financial advice to clients since 1991. He is passionate about “Helping People Make Smart Financial Decisions” This is about Saving Money, Making Money & Protecting Money. David is passionate about helping people save tax, grow their Wealth, manage their Retirement Funding through Superannuation & ensuring that his clients continually attain their Goals & Objectives.

Predominantly, David provides specialist Wealth Building Advice to ensure his clients can enjoy a comfortable & sustainable retirement lifestyle, whilst balancing all the obstacles life throws up at us.

David is a member of the Financial Planning Association (FPA), holds a Diploma in Financial Planning & is a Certified Financial Planner® (CFP®)

David is also involved in the wider Community of the Gold Coast as an FPA Chapter Board Member, Chairman of Newlife Care Inc, a not for profit organisation based in Robina, a part of the Titans Members Alliance Group & also runs a local Sporters Golf Competition.

David is married to Sandra with twin girls, Maddie & Emily. David also has 3 older children, Vincent, Phillip & Laura along with 3 beautiful Grandchildren.

David’s favourite saying is “That People don’t Plan to Fail, they just Fail to Plan”

He also is extensively read & lives by the words of Warren Buffet, the world’s greatest Investor. “Markets are where the Patient make money from the Impatient.”

Armstrong Financial Planning Pty Ltd atf Armstrong Unit Trust ABN 22 559 684 193, is a Corporate Representative of GWM Adviser Services, AFSL 230692, Authorised Representative number 001234148.
David Armstrong, ASIC Authorised Representative number 1003616, is authorised by GWM Adviser Services to provide financial services to you through Armstrong Financial Planning Pty Ltd atf Armstrong Unit Trust.

Meet Our Team

David Armstrong

CFP - Some of David's other credentials

Comm DEC#90829

FPA Chapter Gold Coast

BNI Summit Chapter

Chair of Newlife Care Inc

Titan Members Alliance

Sports Fanatic

Financial Planning since 1991

Married to Sandra

Father of  Emily, Maddie, Vincent. Phillip and Laura

Proud Grandfather

 

Debbie Planincic

Client Service Manager

Debbie is our Office Manager, Client Service Manager & Compliance Manager.

Debbie has 40 years’ experience in Financial Services through several institutions in a variety of roles including Senior Financial Planner, Lending Manager & Risk Specialist.

Debbie is passionate about helping people make effective financial decisions to secure their current lifestyle to enable them to achieve their desired financial future.

Debbie runs a very tight ship & expects the best for & from everyone.

Debbie holds an Advanced Diploma of Financial Services.

Taylor Hickey

Client Services Officer

Taylor is our client services officer. Since coming onboard, Taylor has taken everything in his stride. He divides his time between working with Armstrong Financial Planning and completing a Bachelor of Economics at the University of Queensland. Taylor is very knowledgeable, kind, and ready to help.

Among other things, he is responsible for organising and preparing your regular reviews with us, to maintain your ongoing financial needs and help you achieve your dreams.