David Siostrom

David Siostrom

Gold
28 Yrs Experience
Dulwich, SA 5065
I have provided comprehensive, tailored advice to my clients since 1997.My aim is to maximise my clients' financial potential in the most efficient manner. Particular focus is applied to minimising risk and tax and operating in a time efficient manner to help clients achieve their goals. Fees charged are time based (no commissions), our service completely transparent and advice easy to understand.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

My fees are fixed at onset and based upon my hourly rate of $200 per hour plus GST and the estimated time required to complete the work.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.65
  • Number of reviews 5
  • First year providing advice 1994
  • Years of experience 28
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

David Siostrom

Unit 1, 146 Fullarton Rd
Dulwich, SA 5065

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

The Financiallink Group Pty Ltd

AFSL 240938

4.65
5 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
4.80
Customer care
4.60
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"David is a very conscientious expert who is focussed on my needs, always works hard to find the best possible solution, and communicates in clear terms."

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

"Consulting David was the best step I have taken towards planning for my retirement. Not only did I make tax savings with strategies that I can use to plan for my retirement, David has also helped me to think strategically about making the appropriate life decisions at different phases of my life. He has a wealth of knowledge and explains everything clearly and with great patience."

  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.00

"David has been an excellent adviser for my husband and I. He continued to be pleasant, flexible, knowledgeable, strategic, honest and easy to talk to. He is personable and family oriented. He is highly professional in his service to us. Most definitely will recommend his service to our family and friends."

  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"David provides a genuine, down to earth service and was considerate of our circumstances, listening closely to our needs."

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

"David is a reliable and highly knowledgable adviser."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Graduate Diploma of Applied Finance and Investment

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
1999

Margin Leading and Geared Investments

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

Self Managed Superannuation Funds (SMSF) Specialist Course

Level
0 - Training / Exam / Other
Institution
University of Adelaide (UOA)
Completed
2012

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Deakin University
Completed
1993

Professional Memberships

Association of Independently Owned Financial Professionals (AIOFP)

Membership type
Member

Cavendish and ICFS specialist SMSF course of International Centre for Financial Services

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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