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David Nelson

 David Nelson

Share profile:
Suite 1003, 147 Pirie Street Aurora Building
Adelaide
SA
5000
AU

Overview CONTACT THE ADVISER

David Nelson David Nelson

total Reviews

48

Experience

13yrs

Status

Platinum

Overall Adviser Rating

95%

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

nab Financial Planning Adelaide CBD Pty Ltd
nab Financial Planning Adelaide CBD Pty Ltd

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:

National Australia Bank Limited
National Australia Bank Limited
Expertise
Building SuperBuilding Super
Insurance & ProtectionInsurance & Protection
Managing DebtManaging Debt
Centrelink BenefitsCentrelink Benefits
Household BudgetingHousehold Budgeting
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Estate PlanningEstate Planning
Savings & InvestmentsSavings & Investments
Tax Effective StrategiesTax Effective Strategies
Aged CareAged Care
Small Business AdviceSmall Business Advice
DerivativesDerivatives
Margin Lending & Geared InvestmentsMargin Lending & Geared Investments
My fees
  • Free Initial Consultation
  • Free General Advice

I charge fees based on complexity and with an overlay of risk associated with the assets being advised on. The fees are set and advised early in the process and are transparent throughout. Fees are only charged if real measurable outcomes are achieved.

Latest Customer Reviews (3 of 48 total)See all

"We highly recommend the services of David, he has helped us understand and improve our financial position by implementing strategies to navigate the financial world to our benefit. He has been extremely friendly and ensures we understand each process along the way. David provides a thorough service and we highly recommend his assistance and wealth of knowledge. "

Justin and Bec, Under 35 22 Feb 2018

"Very Happy with David for the past 10 years as David has not only helped me but my family as well. David is my trusted Adviser and I am happy to refer him to my Family and Friends."

Kay, 65+ 22 Feb 2018

"I can not speak highly enough of David. I highly recommend."

Jillian, 56-65 20 Feb 2018

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • Semi Finalist AFA Adviser of the Year Awards (2016)
Years of experience
  • 13 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Aurora Building
Suite 1003, 147 Pirie 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
  • 97% Average Reviews
  • 48 Total Reviews
Justin and Bec, Under 3522 Feb 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"We highly recommend the services of David, he has helped us understand and improve our financial position by implementing strategies to navigate the financial world to our benefit. He has been extremely friendly and ensures we understand each process along the way. David provides a thorough service and we highly recommend his assistance and wealth of knowledge. "

Kay, 65+22 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very Happy with David for the past 10 years as David has not only helped me but my family as well. David is my trusted Adviser and I am happy to refer him to my Family and Friends."

Jillian, 56-6520 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I can not speak highly enough of David. I highly recommend."

Ross and Jill, 65+19 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Wished we had met David many years earlier. Thankful that we have had David during this retirement Phase. Great."

Geoff, 56-6513 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has provided professional advice and given us the tools to make informed business decisions for some years now. He clearly understands our goals and helps us to reach them. We are very comfortable and appreciative of this support to our business. "

Gary, 56-6511 Feb 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has a high level of knowledge in his industry and the process he has gone through we us has worked out very well although very complex."

Rob and Jill, 65+10 May 2017
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
100%
- Recommendation
75%

" David does his job well with knowledge, can accept clients different views, takes all on board, then gives his straight answers very honest. His meetings give us much to think about."

Craig and Joanne, 35-4509 May 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David was recommended by a family member he has been extremely helpful and understanding. He and his team have assisted with managing our super and life insurance as well as managing our debt."

Kevin and Pauline, 56-6527 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David's financial knowledge and expertise in presenting his recommendations to us was outstanding and has put us in a much stronger position as a result."

Ian, 56-6520 Apr 2017
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"David has been very helpful to us by helping us to follow our plan to retirement and succession planning with our children. There are five individuals involved and no one is overlooked with their concerns. We are very pleased, it's nice having a plan."

Colin and Anne, 65+19 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

""Where was David and his team 20 years Ago", We are forever grateful that we met David and the assistance he has been able to give us with our Succession and Retirement plans."

Kaye, 65+14 Apr 2017
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"Very positive family discussions re succession "

jacquuie, 46-5510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"all good very happy"

William, Under 3510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"very good"

Greg and Kerrie, 46-5510 Apr 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David keeps us up to date about what is happening in Finance and changes that can benefit us in our future plans."

sue, 46-5531 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"we have been continually taken david's advice and realised some of our drams. 5554"

Brad , 35-4528 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David is an incredibly open adviser who has always helped guide us"

Susan, 65+23 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I am very satisfied with David and his teams assistance with my retirement. David comes to me and this makes it very easy for me to keep in touch with my investments affairs. David and his team have always been approachable and attentive to my needs."

Martin and Ingrid, 35-4522 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"As always David explained matters in a way that was understandable without talking down to us."

Marcus and Magaret, 65+22 Mar 2017
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are really satisfied with David's friendly approach and ongoing updates and attention to our needs."

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Vouch for & Skills Ranking CONTACT THE ADVISER

2

Number of advisers who vouch for the integrity of this adviser

2

NATIONAL AUSTRALIA BANK LIMITED

Top 5 Skills (as rated by customers)


#1
Tax Effective Strategies
STRENGTH
35
Customers

#2
Building Super
STRENGTH
34
Customers

#3
Preparing For Retirement
STRENGTH
32
Customers

#4
Estate Planning
STRENGTH
31
Customers

#4
Savings Investment
STRENGTH
31
Customers

#5
Insurance Protection
STRENGTH
26
Customers

x

Overall rating

100%

David Nelson

Company: nab Financial Planning Adelaide CBD Pty Ltd

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies David Nelson is a member of and in what capacity, the licensee or company of David Nelson 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 Nelson (see report card scoring)

Qualifications: 100%

Compliance: 100%

Experience: 100%

Quality of Advice: 0%

Customer Satisfaction: 0%