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.
Fees depend on client circumstances but due to the level of compliance activity required, we do need to charge minimum fees.
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.
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.
David is professional and available at all times. He has provided outstanding advice and support to me for more than 20 years now.
David is professional and approachable. I have no problem in recommending him and feel comfortable that my finances are being well managed.
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
- Adviser status Gold
- Number of reviews 17
- First year providing advice 2000
- Years of experience 23
- Certified Financial Planner (CFP)
Shadforth Financial GroupLevel 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000
- 8:00am – 5:00pm Monday – Friday
Shadforth Financial Group