David Rose

Shadforth Financial Group

Gold
22 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.

Expertise

  • 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 4.85
  • Number of reviews 17
  • First year providing advice 2000
  • Years of experience 22
  • 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

4.85
17 Reviews
5
4
3
2
1
4.85
Clear communication
4.85
Knowledge & expertise
4.85
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 17

Sort by

5.00

"David takes a sincere interest in his clients and is always professional, confident in all he does. He is always willing to take calls and assist."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find David to be very pleasant, efficient and likeable. He responds to all my queries promptly and is readily available for any appointment. His advice is exemplary and I recommend him to all my friends as he conducts all my affairs with vigour."

  • Government Assistance
  • Self Managed SuperFunds
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is professional and available at all times. He has provided outstanding advice and support to me for more than 20 years now."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is professional and approachable. I have no problem in recommending him and feel comfortable that my finances are being well managed."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David makes a complicated subject easy to understand. David is able to explain things in a manner that can be understood by young or old, highly intelligent people or people new to pension fund investments"

  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"Very satisfied with Davids professional standard and knowledge of the finance industry"

  • Government Assistance
  • Superannuation
  • Expat Finance
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My Super fund was managed for my employer by David, however I fell ill and hence forced early retirement. David successfully had included sickness benefit insurance that greatly assisted to relieve the financial concern for my wife and family at that time. Since then David's planning has relieved the financial pressure on us so we can enjoy a healthy retirement."

  • Government Assistance
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Nil"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David delivers a credible and valuable services and maintains an open line of communication with his clients."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am happy to recommend David to my friends."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2008

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2004

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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