History

We have over 100 years combined experience in empowering others with the knowledge to secure their financial future across the New England Region and further afield.

The most important thing is that we are providing advice and a service that is a benefit to people. There are many stories out there of how we have done and continue to do this for people. Whether it’s having the right risk-management in place and the right insurance benefits at the time for somebody who cannot work because they are too sick. Or, those that have been in an accident.

We are about helping the person and their family at their time of need to make sure their mortgage gets paid or that they can still fund the things that are important to them. We want to make sure that people strike the right balance in their financial life, to live for today but also plan for the future.

Many Australians do not get financial advice. We aim to work together and live out the professionalism that we speak about – proving to those that might be a bit sceptical or cynical about what quality advice means and what is can tangibly do and the difference it will make in practice.

  • May 6, 2020

    2020

    Today, David J Newberry Pty Ltd operates as a self licensed financial planning firm.

  • May 6, 2020

    2014

    The business relocated from Suite 2 to Suite 4/493 Peel Street, following from its refurbishment.

  • May 6, 2020

    2008

    Following the announcement Genesys were being acquired by AMP, David and the team  moved the business back under the Commonwealth Bank umbrella by joining Financial Wisdom. 

  • May 6, 2020

    2004

    David left Synergy Advisory Services and joined Associated Planners, an independently owned financial services group. Associated Planners merged with Garrisons and became known as Genesys Wealth Advisory shortly afterwards.

  • May 6, 2020

    2001

    A move was made to bigger premises at Suite 2/493 Peel Street along with a change in Licensee to Synergy Advisory Services.

  • May 6, 2020

    2000

    David continued to grow his customer base and team within the Tamworth region. David also started his weekly financial column in the Northern Daily Leader which was published for a number of years.

  • May 6, 2020

    1998

    The Australian Business of the Prudential Assurance Company was acquired by the Commonwealth Banking Group.

  • May 6, 2020

    1994

    David moved out of the Worby Johnson divisional office and subleased premises with then law firm Khan and Maclean at 417-419 Peel Street. Originally being on the ground floor he then moved upstairs to first floor premises in 1996. Around this time sought additional agencies with Australian Casualty and Life and Mercantile Mutual.

  • May 6, 2020

    1989

    Working within the NSW state office of the Prudential Assurance Company in their claims department, David started his career in the financial services industry.