David Rose

Shadforth Financial Group

Gold

24 Yrs Experience

Perth, WA 6000

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My focus is on helping clients accumulate the financial means to achieve their dreams, goals and objectives. When they are in that position, my role is then one of trying to encourage them to spend their money on those dreams.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Growing Assets
Wills & Estates
Budgeting

Fees depend on client circumstances but due to the level of compliance activity required, we do need to charge minimum fees.

5.00 February 2017

David takes a sincere interest in his clients and is always professional, confident in all he does. He is always willing to take calls and assist.

5.00 February 2017

I find David to be very pleasant, efficient and likeable. He responds to all my queries promptly and is readily available for any appointment. His advice is exemplary and I recommend him to all my friends as he conducts all my affairs with vigour.

5.00 January 2017

David is professional and available at all times. He has provided outstanding advice and support to me for more than 20 years now.

5.00 January 2017

David is professional and approachable. I have no problem in recommending him and feel comfortable that my finances are being well managed.

5.00 December 2016

David makes a complicated subject easy to understand. David is able to explain things in a manner that can be understood by young or old, highly intelligent people or people new to pension fund investments

Adviser status Gold
Rating 4.87
Number of reviews 17
First year providing advice 2000
Years of experience 24
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Shadforth Financial Group

Level 28, Central Park Tower, 152-158 Saint Georges Terrace
Perth, WA 6000

8:00am – 5:00pm Monday – Friday

Shadforth Financial Group

AFSL 318613

David Rose

Shadforth Financial Group

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Shadforth Financial Group

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Shadforth Financial Group