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David Nelson

 David Nelson

Share profile:
147 Pirie Street Suite 1003 10th Floor Aurora Building
Adelaide
SA
5000
AU

Overview CONTACT THE ADVISER

David Nelson David Nelson

total Reviews

88

Experience

13yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%
Introduction

From humble beginnings, I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which have carried through my entire career.  As a business, we work strongly with Business owners, self-employed, Agriculture and the Mums and Dads of the world.  If you are 18-80 we can help you.

My career has been a very adventurous journey and I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies. 

During my ten years of service with NAB, I was recognized repeatedly for my strong customer focus and significant business outcomes earning the invitation to over 20 recognition events including 9 Night of Nights and 7 Leading lights awards.  I also sat on the National advisory board for NAB Financial planning for 4 years.

I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies.

2015 found I was asked by nab to be in the first wave of Self-employed Franchise owners within the nab group. Every day I am creating better Wealth solutions through innovative ideas for all who choose to work with my team.  I am very proud to let you know that you will be dealing with the  WINNER SMSF Multi Service Firm of the Year 2017 - FINALIST SMSF Adviser of the Year 2017 -  FINALIST SMSF Small Business Adviser of the Year 2017 - Semi-Finalist in the prestigious 2016 AFA Adviser of the Year Awards –AWARDED Most Trusted Adviser 2016  & WINNER of the 2016 NAB FP Principals Franchise of the Year 

I am the only fully accredited specialist Self-Managed Super Fund Advisor with the SMSF Association of Australia In NAB.  

Along with my wife Eileen, I am currently Principal of NAB Financial Planning Adelaide CBD Pty Ltd.  

Contact David and the team for a confidential discussion on 08 82321029 or email David at david.nelson@nabfpadvice.com.au 

 

Company:

NAB Financial Planning
NAB Financial Planning

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 88 total)See all

"We are and always have been extremely happy with the advice and help that David continues to give us"

Robyn , 65+ 16 May 2018

"David is always professional and understanding of our needs. He actively tries to guide our business into the future while considering our families needs."

Pelle and Rosamarie, 35-45 14 May 2018

"Excellent knowledge of current government rules and compliance, allows us to feel confident in any recommendations made to us by David"

Angela , 56-65 8 May 2018

History & Qualifications CONTACT THE ADVISER

My membership
Awards
  • WINNER SMSF ADVISER SMSF & Accounting awards 2017 Multi Service Firm of the Year (2017)
  • FINALIST SMSF adviser and accounting awards ADVISER of the YEAR (2017)
  • FINALIST SMSF Adviser & accounting awards Small BUSINESS ADVISER of the YEAR (2017)
  • Semi-Finalist AFA Adviser of the Year Awards (2016)
Years of experience
  • 13 years total experience

My Videos CONTACT THE ADVISER

No Video found

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Suite 1003 10th Floor Aurora Building
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
  • 88 Total Reviews
Robyn , 65+16 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We are and always have been extremely happy with the advice and help that David continues to give us"

Pelle and Rosamarie, 35-4514 May 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"David is always professional and understanding of our needs. He actively tries to guide our business into the future while considering our families needs."

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

"Excellent knowledge of current government rules and compliance, allows us to feel confident in any recommendations made to us by David"

Peter and Julie, 56-6503 May 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his team are very thorough and professional. David is happy to slow down to ensure we understand where he is going with his thinking. Very happy with the service and the relationship."

Barry and Sue, 65+02 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his team are extremely professional with their advice and help with understanding our needs to achieve the best outcome for us."

Damian, Under 3502 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"lots of information, explained very clearly, with the greater goal of future planning and succession planning.. Very happy Damian Ellery , P.O box 6, Orroroo"

Luke, Under 3502 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has taken our traditional farming family business to the next level, by making our money and assets work SMARTER for our future."

Ian, 56-6502 May 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David,s advice makes us look outside the square to see the bigger picture."

Jason and Belinda, Under 3526 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David Nelsons advice is always clear and easy for us to understand. His advice has always been tailored to our needs and our family's personal situation. His team is extremely efficient and responsive to any of our needs. We happily recommend David to all our family and friends."

Tyson, Under 3526 Apr 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his team have helped me to look to the future and work with my Family to maximize our business efficiency."

Andrew and Sharon, 56-6518 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his Team have helped us with our financial decisions and we feel comfortable with his advice and them handling our financial affairs and future needs."

Luke, 35-4518 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has been a great help over the years i would recommend him highly."

Brian and Wye, 65+09 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his team have a wonderful rapport with their clients and have a lovely sense of humor. We can trust David with our business and future and have been happy to refer him to several of our friends and family. David can manage to answer questions that other professionals have been unable to help us with."

Warwick , 35-4527 Mar 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
100%

"Easy quick catch up and revue of where the business is sitting leading up to the end of financial year "

Frank and Jo, 46-5527 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David and his team explain things easily and clearly, we can ask questions and have them explained in words we understand. We expect, and receive great and new ideas on different ways to manage our finances now and into our future for us and our family"

Dianne , 56-6526 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has met all my needs regarding management of my investments."

Matthew, Under 3526 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since using David I have been able to gain knowledge in investments and business structures and looking at ways to grow my wealth in taking over the family business. "

Wayne , 46-5526 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Since using David we are achieving the goals to set up for our future retirement and the transformation of our business to our son."

David and Sharon, 46-5523 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David was extremely knowledgeable in all areas and has been able to save us money, help us with retirement planning and utilize tax efficient strategies. David is very easy to talk to and was happy to listen to our needs before making suggestions on how we could achieve our life goals. We are very happy to refer David and his team to our friends and family."

Richard and Jasmine, 46-5521 Mar 2018
Expand
Overall customer rating
88%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
75%

"David has reviewed our situation and tailored an advice offering to us that has improved our overall situation."

1 2 3 4 5
       

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
Building Super
STRENGTH
69
Customers

#2
Savings Investment
STRENGTH
66
Customers

#3
Preparing For Retirement
STRENGTH
64
Customers

#4
Tax Effective Strategies
STRENGTH
63
Customers

#5
Estate Planning
STRENGTH
62
Customers

x

Overall rating

100%

David Nelson

Company: NAB Financial Planning

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%