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David Dall

 David Dall

Share profile:
25 Grenfell Street Level 21
Adelaide
SA
5000
AU

Overview CONTACT THE ADVISER

David Dall David Dall

total Reviews

57

Experience

19yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Shaw and Partners
Shaw and Partners

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Shaw and Partners Limited
Shaw and Partners Limited
Expertise
Building SuperBuilding Super
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments

Latest Customer Reviews (3 of 57 total)See all

"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. "

Trish, 65+ 23 Jan 2018

"has help us extremely well with selecting shares."

Peter, 65+ 17 Jan 2018

"I found David very friendly and approachable and willing to help in any way."

Dianne, 56-65 17 Jan 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 19 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 21
25 Grenfell Street, Adelaide
SA 5000 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 91% Average Reviews
  • 57 Total Reviews
Trish, 65+23 Jan 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"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. "

Peter, 65+17 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"has help us extremely well with selecting shares."

Dianne, 56-6517 Jan 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"I found David very friendly and approachable and willing to help in any way."

Ben , 35-4513 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"David is a very approachable adviser who provides reliable, direct and thoughtful information and advice."

Petra, 56-6512 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy to recommend David to any of our friends and family"

Ian, 56-6511 Jan 2018
Expand
Overall customer rating
69%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
50%

"Comfortable"

Anne, 65+11 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very thorough , always available when needing advice and excellent with his presentations. Anne 5006"

Joshua, Under 3510 Jan 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"I greatly appreciate the clear and perceptive advice that David has given me to help shape my portfolio. His thorough and insightful valuations are instrumental to my understanding of the market as it is today. "

Scott, 46-5510 Jan 2018
Expand
Overall customer rating
94%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"David Does a fine job!"

Leigh, 35-4510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very reliable"

Brad, 35-4510 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I have been dealing with David for quite a few years now. He is always only a phone call away, he sends regular emails with share investment advise, and has been a great asset in helping to build my share portfolio..."

Kerry, 65+09 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Responds very promptly to any requests and tailors my investments appropriately for my circumstances."

Mark, 35-4509 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David is always professional and friendly, easy to talk to and great at answering my questions clearly and promptly. "

Tasman, 56-6508 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We find David recommendations consistent with our needs. He is patient in finding the right timing for our investments. "

Graham, 65+08 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Friendly and helpful on all occasions"

Georgy, 35-4508 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Trustworthy, fair, clear, reasonable and gives advice with my circumstances in mind. David is highly intelligent, circumspect and most importantly of all, has integrity. "

Max, 56-6508 Jan 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David is always approachable, knowledgeable and friendly. He’s thorough and quick to respond to my questions. He communicates advice whenever asked and is a pleasure to work with. Max"

Anthony, 46-5508 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent."

Warwick, 35-4508 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"........................................"

Paul, 65+07 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"Gives friendly efficient professional advice mainly for self managed Super Fund"

1 2 3
       

Vouch for & Skills Ranking CONTACT THE ADVISER

1

Number of advisers who vouch for the integrity of this adviser

1

Shaw and Partners Limited

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
36
Customers

#2
Self Managed Super Funds
STRENGTH
17
Customers

#3
Building Super
STRENGTH
14
Customers

#4
Preparing For Retirement
STRENGTH
8
Customers

#5
Tax Effective Strategies
STRENGTH
5
Customers

x

Overall rating

100%

David Dall

Company: Shaw and Partners

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies David Dall is a member of and in what capacity, the licensee or company of David Dall and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of David Dall (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%