David Nelson

THE MONEY MATRIX ADVICE PTY LTD

Gold
17 Yrs Experience
Adelaide, SA 5000
From humble beginnings, I grew up on the family farm in Glencoe (South Australia) seeing firsthand the trials and challenges associated with agriculture. I gained a strong passion and respect for the industry and helping local farmers which have carried through my entire career. My career has been a very adventurous journey and I have long believed that the greatest success, would be not to just find a path for farms or business to transition from one generation to the next, but use my experience and personal insights to assist in business developing strategies for generational transition, retirement as well as exit strategies.  As Principal Adviser of The Money Matrix Advice Pty Ltd, I find great personal satisfaction in helping others gain a better understanding of their finances aspirations & dreams whether it be for business, personal investment or agriculture taking significant steps to ensure I am properly equipped to provide the highest level advice strategies.  I have been recognised for my outstanding customer service throughout my career and every day I am creating better wealth solutions through innovative ideas for all who choose to work with my team. You can contact me or my team for a confidential discussion on 08 82321029 or email me at david@themoneymatrix.net.au

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

I charge fees based on complexity and with an overlay of risk associated with the assets being advised on. The fees are set and advised early in the process and are transparent throughout. Fees are only charged if real measurable outcomes are achieved.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 188
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

THE MONEY MATRIX ADVICE PTY LTD

Suite 1003 Aurora Building, 147 Pirie St
Adelaide, SA 5000

Opening hours

  • 8:00am – 6:00pm Monday – Friday

Licensed by

Synchronised Business Services Pty Ltd

AFSL 243313

4.90
188 Reviews
5
4
3
2
1
4.80
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 188

Sort by

5.00

"David and his team are very friendly, always approachable and been able to answer my questions when I have had queries."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and team are always available and happy to respond to our needs promptly. The team are very polite and professional, it is a pleasure to deal with them."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have provided an exceptional service and helped us find opportunites that we may not have been able to achieve."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is very knowledgeable and so handsome actually dashing. David and his team are very friendly and helpful. They have never made us feel small in the scheme of things and we have always felt well attended too when needing help and guidance."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David is assisting us through the sucession process which has been invaluable. We shoud have engaged him 10 years ago."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have given us good sound advice and opened our eyes to areas we were not aware were available for us."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"We feel confident that our future is in safe hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have always been available to answer our questions when needed and we feel very confident in the Money Matrix hands."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"I have always found David Nelson to be very approachable, knowledgeable and helpful."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"David and his team have helped us to organise our finances and showed us a way to achieve our goals in a more organised manner."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 188

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

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

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA)
Completed
2006

SMSF Special Advisor

Level
6 - Advanced Diploma, Associate Degree
Institution
SMSF Association (SMSFA)
Completed
2011

ASIC RG146 (Margin Lending)

Level
0 - Training / Exam / Other
Institution
ThreeSixty
Completed
2010

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2006

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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