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 7 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, Canberra and Noosa. 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 email@example.com
Initial consultation is free. Any fee charged will be determined by the complexity of the individual client's situation.
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
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.
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.
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.
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.
- Adviser status Platinum
- Number of reviews 144
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
- Graduate Diploma of Property
- Graduate Diploma of Applied Finance and Investment
Shaw and PartnersLevel 25, 91 King William Street
Adelaide, SA 5000
- 8:00am – 6:00pm Monday – Friday
- In person
- Video call
Shaw And Partners