Newberry Financial Services
About the company
David J. Newberry Pty Limited trades as Newberry Financial Services. David J. Newberry Pty Limited has operated as a self licensed financial planning firm from 2020 until today. David started his career in the financial services industry in 1989. The team has over 100 years combined experience. The business serves the New England Region and further afield. The firm's services are investment, superannuation, insurance and retirement planning.
What customers say
Based on genuine customer reviews
A customer of this Tamworth financial consultant describes the advice as consistently professional, helpful and efficient, with explanations that are clear and easy to follow.
The same account notes the value of gaining a clear picture of how to reach financial goals and safeguard what has been built up, and credits the team with remaining available to assist as circumstances and rules evolve. Good financial planning itself is characterised as an investment, and the service is presented as dependable across the engagement.
Reviews
Reviews are taken from publicly available sources.
Always professional, helpful and efficient. The advice given is explained well and is easy to understand. It's great to be able to have a clear vision of how to achieve your financial goals and to protect what you have built up. The team are always available to assist with any questions you might have as goals and regulations change. Good financial planning is an investment.
Financial advisers & planners in Tamworth compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 3 businesses in this category in Tamworth are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Shaw Advice | ★ 5,0 | 2 | No |
| 2 | Newberry Financial Services (this page) | ★ 5,0 | 1 | No |
| 3 | When Financial Solutions | ★ 4,7 | 3 | No |