Providing comprehensive financial advice and wealth management services to our clients and their families.Discover More
We understand that people have individual needs and objectives, and we help our clients in different ways.
Ongoing research, management and adjustment of client investment strategies and investment opportunities.
Strategic advice to make the most of this tax-effective environment, and build retirement assets for the long-term.
Providing sustainable income, flexibility and freedom throughout retirement.
Strategies to ensure assets are passed to the right people, at the right time, and to improve outcomes for beneficiaries.
Making the most of your best wealth-building tool.
Strategies to reduce the burden of debt and become debt-free faster.
Protecting your biggest assets, and providing clear strategies and solutions for peace of mind.
Tax minimisation plans, to keep more of what you earn and get it working for you.
Tailored financial advice, provided with integrity and transparency.
Research & Analysis
Advice presentation & Education
Ongoing monitoring & Strategy adjustment
Tailored financial advice, provided with integrity and transparency.
Dave and Warren met many years ago whilst serving in the 2nd Commando Regiment, and were deployed overseas together on a number of operations.
The Special Forces ingrained a culture of discipline and principled decision making, which Dave and Warren have brought into Loudon & Vaughan, and which they use to help manage and grow client’s wealth.Contact Us
We only offer tried and tested financial advice, and we avoid putting clients into complex financial arrangements. No tulip mania. Nothing that we aren’t comfortable recommending to our own families.Contact Us
We partner with our financial services licensee, Synchron. Synchron is Australia’s largest privately owned financial adviser group. They provide us with compliance and regulatory support, and the ability to tailor our advice in our client’s best interests.
We also utilise a number of professional partners to assist our clients in related matters, including accounting, mortgage broking and legal advice.Contact Us
Please complete the enquiry form below, and we will get back to you shortly.
Warren Loudon, David Vaughan and Loudon & Vaughan Pty Ltd ABN 27 614 441 155, trading as Loudon & Vaughan Private Wealth, are Authorised Representatives of Synchron, AFS Licence No 243313.
The information contained on this website is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
To view our Financial Services Guide, please click here.Financial Services Guide
Working as a financial adviser allows me to help people live better lives. With the right knowledge applied wisely, you can change your financial position now and create a more positive financial future, regardless of your age or current situation.
My military background has taught me that a life must be lived for a purpose, it must be appreciated, and it must be lived for the betterment of others. Every day of my life I strive to be the best that I can be, in honour of my friends and comrades who are no longer with us. In every interaction I will put my client’s interests before mine, because it is the right thing to do… (I believed this before it was legislated). My goal is to improve the lives of everyone I work with, through the application of my knowledge and energy.
When you are ready to make positive change and growth in your financial situation or secure your wealth to best advantage, and want someone you can trust to guide you through the process, I am ready to help.
Warren is currently completing his Master of Financial Planning qualification, holds a Graduate Diploma of Financial Planning, and Self-Managed Super Fund, Listed Securities and Margin Lending accreditations.
He holds the Fellow Chartered Financial Practitioner (FChFP) designation with the Association of Financial Advisers (AFA), and is a member of the Association of Independently Owned Financial Professionals, the Tax Practitioners Board, and the Financial Services Union.
To view testimonials and experiences from Warren’s clients, please click here.
Warren can be contacted directly via the below:
Firstly, a little about me – I started my career in merchant banks, in the back office and trading functions of foreign exchange and futures contracts. I then served in the special forces 2nd Commando Regiment, with multiple overseas tours. After being medically discharged, I was completing further studies to re-join the finance industry, and was struck by a life threatening illness. I met my wife, kicked the illness, finished my degree and found my new career. I then accomplished my biggest achievement to date, becoming a father to my son Joey, at the same time as starting Loudon & Vaughan with my lifelong friend Warren.
So why financial advising? I love that it takes so many forms. It can be as simple as reassuring a client on their current situation with a ‘thumbs up’, or it can be complex advice covering multiple areas of their finances in complicated scenarios. My clients range from young adults saving for their first home, to retired couples wanting to secure their lifestyle and be comfortable travelling the country in a caravan. I love that no day, client or situation is the same, and I learn these facts, rules and regulations to apply them to real people in real situations. Now if that doesn’t get you out of bed singing, I don’t know what will.
My relationships with my clients are straight forward and genuine, and I love the human connection that I get to have with my clients. The majority are some of the closest people in my life, being family, friends, or people I served with in the special forces. So rest assured that anyone who asks me for help is treated the same, and is advised with as much effort as my mother or my wife.
Dave is currently completing his Master of Financial Planning at the University of New South Wales, holds a Bachelor of Commerce (Finance/Management), Diploma of Financial Planning, Diploma of Financial Services, Cert IV of Mortgage Broking and Finance, Sydney Futures Exchange Specialist Certificate, and Self Managed Super Funds accreditation.
He is a member of the Financial Planning Association of Australia, the Association of Independently Owned Financial Professionals, the Tax Practitioners Board, and is a NSW Justice of the Peace.
To view testimonials and experiences from David’s clients, please click here.
David can be contacted directly via the below:
I took an interest in finance during high school, mostly from my dad who was a finance manager and loved trading stocks. Starting at uni helped to build on my knowledge, but it wasn’t until I started working in the industry that I found a real enjoyment and passion for finance.
I began my career in stockbroking, working first in a boutique firm and later moving into an international investment bank. I was drawn to financial planning, as I could see the real difference that financial planning and wealth management could make to both my life, and my family’s lives, and I enjoyed the holistic approach that this side of the industry provided. It uses practical and simple techniques to make a positive impact for people, and isn’t based on transactions or short term wins. 10 years from starting my career, and what keeps me interested is that the more I learn, the more I can help myself, my family and the clients that trust us with such an important part of their lives.
Outside of work, I live in Cronulla with my wife Josie, and our dog Mallory. If you’re around on the weekend, you’ll probably find us walking along the esplanade, setup on South Cronulla beach, or eating and drinking too much somewhere close by.
Dan holds a Master of Applied Finance, Bachelor of Business (Finance/Economics), Diploma of Financial Planning, Diploma of Finance and Mortgage Broking Management, Diploma of Stockbroking, as well as Margin Lending and SMSF accreditations.
He is a NSW Justice of the Peace.
Dan can be contacted directly via the below: