MEMBER NOTICES: ONGOING SCAMS – We are aware of a number of sophisticated fake websites and individuals claiming to be/represent SBS Bank. Never disclose any personal information to individuals claiming to be/represent SBS Bank, if you are unsure please call us directly on 0800 727 2265 and speak with a member of our team. Additionally, we remind Members to ensure they confirm payee account numbers are legitimate before submitting payments via internet or mobile banking. We process payments based on the information you have provided.

David McBrearty

Financial Adviser (FA)

021 350 613

david.mcbrearty@sbsbank.co.nz

 

Specialist Areas

  • Wealth Management & Accumulation
  • Investment Planning
  • Retirement Planning
  • Transitioning to Retirement
 

 

Qualifications & Memberships

  • M Com (Hons)
  • Member of the Institute of DirectorsOD and Financial Advice NZ
  • Member of Financial Advice NZ

About

David has over 30 years’ experience in the finance sector and believes passionately in the value of good financial advice.  Throughout his career he has specialised in retirement planning, assisting his clients to attain their long-term goals, and helping them navigate the ups and downs of the markets.

David also strongly believes in giving back to his profession and has been actively involved in several financial industry bodies throughout his career.

Outside of work, David enjoys spending time with his family.  He has also been involved in a number of sporting endeavours but is now mainly confined to being an ardent follower of most sports, along with enjoying the fruits of his wine cellaring hobby.

A disclosure statement is available upon request and free of charge.