I am an Adelaide-based Financial Adviser working for Shaw and Partners, a large Australian Wealth and Investment Management firm.
Please complete the requested fields, and you will receive a:
Free 20-minute Zoom Meeting or Phone Call with David
Free 3-month Subscription to The Shaw Lateline*
*An emailed circular describing the daily share market movements.
I have been working within the financial advice industry for 23 years and advising for over 21 years.
My experience having lived in, and worked through a number of investment cycles gives me the confidence to advise clients based on my experience within these ever-changing financial markets.
During my career, I have seen significant changes within superannuation legislation and also much government regulatory change.
Five years have now flown by since I joined Shaw and Partners. I continue to advise many of the same clients on their share portfolios or superannuation with our relationships now spanning over twenty years.
My services include
including providing investors with a range of professionally managed portfolios investment strategies
including superannuation, retirement and estate planning, risk insurance and investment advice
including preservation and growth of wealth
What my clients say
David has always been available and prompt with any queries I have had with advice I needed with self-managed super fund, share portfolio etc. David was always able to explain things to me in a clear way. Through David’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received David’s full care and attention when I needed it. Thank you David.
David has been a trusted family financial adviser for many years now. He is always approachable, friendly, informative and easy to work with. Any queries are dealt with promptly and efficiently. I would feel very comfortable in recommending David to anyone seeking a respected financial adviser.
No complaints. David is always prompt with responses and calculated with advice. I have been with David for in excess of 19 years and he has never given me reason to doubt him. A-grade person in the Industry.