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David Dall

 David Dall

Share profile:
91 King William St Level 23
Adelaide
SA
5000
AU

Overview CONTACT THE ADVISER

David Dall David Dall

total Reviews

72

Experience

19yrs

Status

Platinum

Overall Adviser Rating

100

Average Customer Rating

95%

Percentage of Positive Reviews

84%

Company:

Shaw and Partners
Shaw and Partners

Licensee:

Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your advisers requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee HERE

Licensee Owned By:

Shaw and Partners Limited
Shaw and Partners Limited
Expertise
Building SuperBuilding Super
Preparing for RetirementPreparing for Retirement
Self Managed Super FundsSelf Managed Super Funds
Savings & InvestmentsSavings & Investments

Latest Customer Reviews (3 of 72 total)See all

"We have worked with David for a number of years and have found him trustworthy and very helpful with his advice in regards to our portfolio. We would not hesitate in recommending David as a financial adviser."

Robert, 65+ 26 May 2018

"Although I have only known David a short time I feel comfortable and confident with him and I,m sure the results of his advice will be positive "

Rodney, 65+ 25 May 2018

"David has been very timely with his advice to our mutual benefit. He keeps regular contact. Is friendly and professional. "

Donald, 65+ 24 May 2018

History & Qualifications CONTACT THE ADVISER

Awards
  • No award found
Years of experience
  • 19 years total experience

Location & Contact

Get in contact

Contact me via:

Preferred contact time:

Additional comments


Contact details

Level 23
91 King William St, Adelaide
SA 5000 Australia

Office hours

Monday:   8AM to 6PM
Tuesday:   8AM to 6PM
Wednesday:   8AM to 6PM
Thursday:   8AM to 6PM
Friday:   8AM to 6PM

Customer Reviews CONTACT THE ADVISER

  • 0% Negative Reviews
  • 100% Positive Reviews
  • 93% Average Reviews
  • 72 Total Reviews
Robert, 65+26 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"We have worked with David for a number of years and have found him trustworthy and very helpful with his advice in regards to our portfolio. We would not hesitate in recommending David as a financial adviser."

Rodney, 65+25 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Although I have only known David a short time I feel comfortable and confident with him and I,m sure the results of his advice will be positive "

Donald, 65+24 May 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has been very timely with his advice to our mutual benefit. He keeps regular contact. Is friendly and professional. "

Jen, 46-5511 Apr 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Have been a client of David's for a number of years and have been extremely satisfied with every level of service he has provided. Would have no hesitation in recommending David to anyone looking for the services of an excellent stock broker."

Niti, 35-4514 Mar 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has been my advisor for over 15 years. He is very knowledgeable, friendly and professional. He has given many excellent advices over the year and I recommend him highly. "

Lyndal, 56-6528 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has cared for the interests of our family for many years. He has our complete confidence and trust, both professionally and personally. We value his guidance."

Prudence, 65+27 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David’s friendly, made me feel comfortable asking questions, had wide knowledge and informative answers. "

Lorraine, 65+24 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has been my advisor for many years. He is friendly and informative. I feel very comfortable with his management strategies. I recommend David as a sound Senior Investment Adviser."

Sam, Under 3522 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Excellent advice, strong work ethic and a willingness to go above and beyond meeting expectations!"

Trent, 35-4522 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David is a great adviser and his knowledge of the share market is fantastic."

Nick , 35-4522 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David is always very responsive and proactive."

Michelle, 46-5522 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Really appreciate David's time in assisting me to build my portfolio. He has been a trusted advisor for many years."

Phil, 46-5507 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Great advisor "

Anne, 56-6501 Feb 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"I've had excellent service from David who I find to be thoroughly professional at all times."

Veronica, 35-4525 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David was professional, knowledgeable and responsive. "

Trish, 65+23 Jan 2018
Expand
Overall customer rating
94%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"David has been a trusted family financial adviser for many years now. He is always approachable, friendly, informative and easy to work with. Any queries are dealt with promptly and efficiently. I would feel very comfortable in recommending David to anyone seeking a respected financial adviser. "

Peter, 65+17 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"has help us extremely well with selecting shares."

Dianne, 56-6517 Jan 2018
Expand
Overall customer rating
81%
- Communication
75%
- Knowledge & Expertise
100%
- Customer Care
75%
- Recommendation
75%

"I found David very friendly and approachable and willing to help in any way."

Ben , 35-4513 Jan 2018
Expand
Overall customer rating
75%
- Communication
75%
- Knowledge & Expertise
75%
- Customer Care
75%
- Recommendation
75%

"David is a very approachable adviser who provides reliable, direct and thoughtful information and advice."

Petra, 56-6512 Jan 2018
Expand
Overall customer rating
100%
- Communication
100%
- Knowledge & Expertise
100%
- Customer Care
100%
- Recommendation
100%

"Very happy to recommend David to any of our friends and family"

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Vouch for & Skills Ranking CONTACT THE ADVISER

Number of advisers who vouch for the integrity of this adviser

0

Top 5 Skills (as rated by customers)


#1
Savings Investment
STRENGTH
45
Customers

#2
Self Managed Super Funds
STRENGTH
22
Customers

#3
Building Super
STRENGTH
19
Customers

#4
Preparing For Retirement
STRENGTH
8
Customers

#5
Tax Effective Strategies
STRENGTH
7
Customers

x

Overall rating

100%

David Dall

Company: Shaw and Partners

Download detailed report card


How is this calculated?

The overall rating is determined by a combination of the professional bodies David Dall is a member of and in what capacity, the licensee or company of David Dall and customer reviews (see detailed rating system)

We then help you differentiate each adviser based on qualifications, compliance and experience, giving each a score out of 100. The quality of advice and customer satisfaction percentages are determined by the customers of David Dall (see report card scoring)

Qualifications: 0%

Compliance: 0%

Experience: 0%

Quality of Advice: 0%

Customer Satisfaction: 0%