David Rose

Shadforth Financial Group

24 Yrs Experience
Perth, WA 6000

My focus is on helping clients accumulate the financial means to achieve their dreams, goals and objectives. When they are in that position, my role is then one of trying to encourage them to spend their money on those dreams.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Fees depend on client circumstances but due to the level of compliance activity required, we do need to charge minimum fees.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.87
  • Number of reviews 17
  • First year providing advice 2000
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Shadforth Financial Group

Level 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Shadforth Financial Group

AFSL 318613