David Siostrom

David Siostrom

Gold
29 Yrs Experience
Rose Park, SA 5067

I have provided comprehensive, tailored advice to my clients since 1997. My speciality is assisting clients to achieve the lifestyle in retirement that they desire. My focus is on collaboration and presenting advice in easy to understand terms, in order to achieve an optimum outcome and full client satisfaction. Fees charged are time based (no commissions), and our service completely transparent.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

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 29
  • Highest qualification
    • Graduate Diploma of Applied Finance and Investment
  • Language spoken
    • English

David Siostrom

Unit 1, 146 Fullarton Rd
Rose Park, SA 5067

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

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

Licensed by

Nextgen Financial Group Pty Ltd

AFSL 240938