David Dall

Shaw and Partners

Platinum
23 Yrs Experience
Adelaide, SA 5000
In June 1999, I began advising on ASX-Listed investment portfolios as a Financial Adviser with Macquarie Private Wealth where I remained for 16 years. I have been an Investment Adviser for the past 6 years with Shaw and Partners in the Adelaide CBD.  I specialise in ASX-Listed investments within Superannuation Funds. If your fund’s investments are not receiving the appropriate attention, please contact me. Shaw and Partners has approximately 190 private client advisers nationally, and business has experienced strong growth across our offices in Sydney, Melbourne, Brisbane, Perth and Canberra. We have a team of 16 Advisers in our Adelaide office that are committed to South Australia. I would be pleased to meet you at a mutually convenient time. Please make contact via 08 7109 6015 or  ddall@shawandpartners.com.au

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

Initial consultation is free. Any fee charged will be determined by the complexity of the individual client's situation.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.60
  • Number of reviews 144
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Property
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

Shaw and Partners

Level 23, 91 King William Street
Adelaide, SA 5000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Shaw And Partners

AFSL 236048

4.60
144 Reviews
5
4
3
2
1
4.65
Clear communication
4.45
Knowledge & expertise
4.75
Customer care
4.50
Likely to recommend
Showing reviews 1—10 of 144

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4.75

"David has provided me advice on investing which has been targeted and appropriate. I am satisfied with his expertise and attention provided to my portfolio including my SMSF"

  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"David has provided excellent and appropriate information addressing my queries. This has been a combination of verbal and written information, often backed up with additional and more comprehensive information. We have developed an effective relationship that is progressing my investment needs. His advice has been well supported with an easily understood rationale. I look forward to discussing future opportunities with him In the future."

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

"He speaks plainly and is always able to clarify, if needed. When quizzed further during discussions, David always has the knowledge. He has a knowledge of why the market is moving a certain way and the background of the stocks discussed. Preparation for meetings is impressive."

  • Self Managed SuperFunds
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I have been with Shaw and Partners for appoximately 12 months. David has given me limited, general advice on Australian shares and the share market in general. His conduct and professionalism has been excellant."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"I recently came to David because of his familiarity with Macquarie Bank Wrap products which I had and desperately needed an adviser with good communication skills. He has already shown good awareness of my extensive portfolio and already advised on some minor changes amidst the current drastic effects of the Corona Virus on the share market. I am kept well informed of the many changes in the market and my portfolio by David during this time. David has also shown that he is readily available to help with issues, decisions and information which I value tremendously and I am looking forward to the market settling down so that he can then advise me fully on ways to further develop my portfolio."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David has taken on our shares portfolio, and is very informative of the performance, which is easy to track the performance on a daily basis"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"David has always been available to service our portfolio needs and has been very helpful supporting me in managing my Father's portfolio as well. David is always prepared to talk one on one via phone to put me in the market picture as well as email information."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"N/A"

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

"'David has given me advice in areas including Shares and Investments. David was usually able to explain things to me in a clear way. Through David's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received David's full care and attention when I needed it.'"

  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David quickly stepped in to manage our super fund and investments. He gave us reassurance and was very perceptive of our needs, personality and lifestyle goals. He was accessible at all times and highly professional in his conduct and manner. We knew he was under pressure coping with additional “adopted” investors but he was generous and accurate with his advice."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 144

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

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
University of Adelaide (UOA)
Completed
1996

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
1997

Graduate Diploma of Property

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of South Australia (UniSA)
Completed
1998

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2000

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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