About David

David is a Private Wealth Adviser in the Perth office for the Shadforth Financial Group.

Education and experience

David holds a Diploma in Financial Planning and a Diploma in Superannuation Management. In addition, he holds the internationally recognised CERTIFIED FINANCIAL PLANNER® designation, the highest certification within the financial planning industry.

David has 20 years' experience in the superannuation industry and has been providing personal financial advice to clients since 2000. While David has particular experience in the complex field of superannuation, he provides advice on a range of other issues including insurance, wealth accumulation, investment planning and retirement planning.

Outside of work

Away from work, David has two children, loves running and is a Fremantle Dockers supporter. He recently finished seven years of coaching junior basketball teams and five years serving on the Juvenile Diabetes Research Foundation's WA State Leadership Group.

Testimonials

"​David's in-depth knowledge of superannuation has resulted in approx $35,000 of tax savings and increased super for my retirement. David has always been readily available to discuss any concerns, which has always left me feeling confident and secure in his expertise."

A Marwick, Scarborough, Western Australia

"​I certainly wouldn't be in the position I am without David. I'm so glad he is looking after things so I can just forget about the number-crunching knowing he has it all in hand (we work hard so it's great to know I'm going to be ok through the ageing process). David has saved me a lot of time and angst trying to navigate through the constantly changing financial/retirement stuff, and not everyone is lucky to have an adviser they trust. Over the last few years up to retirement, David really made it a comfortable decision in the first place, a smooth transition and now an uncomplicated, comfy retirement process."

J Maltman, Western Australia