Empowered. Individualised. Measurable.
About AustraliaWide Financial Planning
At AustraliaWide, we specialise in Self-Managed Superannuation advice and our personalised wealth management strategies are all about your lifestyle needs, your future plans and your financial goals, and that makes a big difference.
Empowering our clients with the right information enables them to be actively involved in their financial plans and become equipped to make more informed choices about their future. Navigating the many financial choices and volumes of information on your own, can be daunting.
Our approach is to provide guidance and ensure understanding to give you the confidence and peace of mind that you have the right plan to suit your needs.
Whether you are just starting your wealth accumulation journey, planning for retirement or looking for financial security for your family, at AustraliaWide we are committed to helping you to achieve your goals.
Meet our Team
Our Team is here to provide education and understanding, so you’re supported in making big decisions.
David Livshiz
Senior Financial Adviser
I am David a Senior Financial Adviser at Australia Wide FinancialPlanning and have been for 3.5 years.
Education and Experience
- Experience: 8-years
- Bachelor of Science (Monash University): Mathematical Statistics, Applied Mathematics & Microeconomics.
- Master of Teaching (Melbourne University): Secondary Education.
- Graduate Certificate in Financial Planning (Kaplan Professional)
- SMSF Specialist (University of Adelaide).
Outside of Work
I like spending time with family, trying new restaurants, going to the Theatre, Running & Playing Chess.
What my clients say
James, Google Review:
We have just started working with David and his team at Australia wide Financial Planning and have found them to be outstanding. Every step of the way they have been very clear and thorough in setting up our SMSF. There is no way we could have achieved what we have without their help, and we look forward to continuing working with them.
Michael, Google Review:
David has been an exceptional financial planner for us. His expertise and personalised approach have made a significant difference in our financial planning of a SMSF. He provides clear, actionable advice. We highly recommend David to anyone looking for a knowledgeable and trustworthy financial adviser. We are looking forward to financial success through Aus Wide and David.
Macleod Seyman
Senior Financial Adviser
I am Macleod Seyman, a Senior Financial Adviser with Australia Wide FP. I have over 8 years’ experience within the financial advice industry.
I enjoy working with clients to shape their financial future. A self-confessed SMSF nerd, I share my expertise to maximise the potential for clients to control their outcomes and achieve financial piece of mind.
Education and Experience
My qualifications include an Advanced Diploma of Financial Planning, a Bachelor of Business (Economics & Finance) and a Masters in Professional Accounting. I am also a SMSF Specialist Adviser, accredited through the SMSF Association.
Outside of Work
In my personal life I am a passionate Green Bay Packers fan!!
Felicity Yang
Financial Adviser
I am felicity a Financial Adviser at Australia Wide and have been for just under a year.
I have nearly a decade of experience in the financial advice industry, I have developed a broad expertise in wealth management, wholesale equity fund management, and personal financial advice.
I am passionate about understanding my clients on a deeper level, providing tailored strategies that give them both peace of mind and a clear path to achieving their financial and lifestyle goals. Alongside this I am committed to building long-lasting relationships with clients, offering the guidance and support needed to navigate complex financial decisions.
Education and Experience
- Bachelor of Commerce (Economics and Finance), University of Melbourne
- Graduate Diploma of Financial Planning
Outside of Work
When I am not assisting client, my hobbies include crocheting and ceramics. I am also a big musical theatre fan and love yoga and running.
