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David Alder

Alder and Partners Pty Ltd

Gold
24 Yrs Experience
Nedlands, WA 6009

Co-Founder and Director of Alder and Partners Private Wealth Management. Providing financial advisory and investment management services I have been employed in the Australian securities industry since 2001.

Financial advice runs deep in my family – I am the sixth generation to work in this industry. Since 1840, our family has helped high net worth individuals, families, corporates, and not for profits make smarter financial decisions, and I am privileged to continue that legacy today.

I specialise in providing strategic, technical, and investment advice, with a focus on self-managed superannuation and portfolio investment management. Over the years, I’ve built broad experience in investing across asset classes, including equities, real estate investment trusts, interest rate securities, exchange-traded funds, and managed funds.

The financial world can be complex, and I enjoy helping clients navigate through that complexity with clarity and confidence, so they can avoid costly mistakes and get more of what they want out of life.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2002
  • Years of experience 24
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Alder and Partners Pty Ltd

Level 1, 168 Stirling Hwy
Nedlands, WA 6009

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Alder And Partners Pty Ltd

AFSL 382714