David Hasib is a Director & Partner of Chan & Naylor Australia Wealth Planning, an non-bank aligned, fee-for-service financial advisory firm.
With over 25 years industry experience, David has a strong track record in establishing wealth management solutions and strategies for clients across Australia and in particular, wealth advisory businesses.
David Hasib was the founding director of PATRON Financial Advice (Licensee), which he merged with Infocus in August 2014, as part of Infocus Wealth Management Group, to now being the 3rd largest bank licensee in Australia.
He has also served on a number of advisory boards; prior to the formation of Chan & Naylor Australia Wealth Planning & ran a corporate practice with 15 advisers.
David’s strategy based approach is product agnostic and he strongly believes clients’ fundamental financial need is wanting to know which direction they’re going….”if you don’t know where you’re going, then it doesn’t matter which path you take”.
This is overlaid by principles of integrity, trust, honesty, teamwork, innovation & accountability.
Talk to Chan & Naylor Wealth Planning to discuss your wealth creation objectives and lifestyle goals. Get financial advice from an award-winning team.