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David Rose is listed as Private Wealth Adviser at Shadforth Financial Group Ltd at Shadforth Financial Group Ltd, a company with 320 employees, based in Greater Perth Area, Australia, Australia. AeroLeads shows a work email signal at sfg.com.au and a matched LinkedIn profile for David Rose.
David Rose previously worked as Private Client Adviser at Shadforth Financial Group Ltd and Corporate Superannuation Manager / Private Client Adviser at Keysbrook Financial Services.
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I have 20 years of experience in the superannuation industry and have been providing personal financial advice to clients since 2000. While I have particular experience in the complex field of superannuation, I also provide advice on a range of other issues, including insurance, wealth accumulation, investment planning, and retirement planning.I hold a Diploma in Financial Planning and a Diploma in Superannuation Management. Additionally, I am a CERTIFIED FINANCIAL PLANNER®, which is the highest certification within the financial planning industry.Away from work, I am a proud parent of two children, an avid runner, and a dedicated Fremantle Dockers supporter. Recently, I finished seven years of coaching junior basketball teams and five years serving on the Juvenile Diabetes Research Foundation's WA State Leadership Group.Testimonials"In-depth knowledge of superannuation has resulted in approx $35,000 of tax savings and increased super for my retirement. David has always been readily available to discuss any concerns, which has always left me feeling confident and secure in his expertise."• A Marwick, Scarborough, Western Australia"I certainly wouldn't be in the position I am without David. I'm so glad he is looking after things so I can just forget about the number-crunching knowing he has it all in hand. We work hard, so it's great to know I'm going to be ok through the ageing process. David has saved me a lot of time and angst trying to navigate through the constantly changing financial/retirement stuff. Not everyone is lucky to have an adviser they trust. Over the last few years up to retirement, David really made it a comfortable decision in the first place, a smooth transition, and now an uncomplicated, comfy retirement process."• J Maltman, Western Australia
Listed skills include Retirement Planning, Strategic Financial Planning, Superannuation, Financial Planning, and 4 others.
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Perth
My role is to help people make smart financial decisions. A key part of my role is investigating the financial impact of my client’s lifestyle goals. Every decision we make has a financial impact so my advice to clients helps them understand the impacts of their decisions, and whether they can achieve what they want, when they want. The lifestyle goals are.
Keysbrook merged with numerous other companies around Australia to form the Shadforth Financial Group.Whilst employed by Keysbrook I had a dual role. I managed a number of client corporate super relationships, providing advice to employers on their responsibilities. The other aspect of my role was to provide individuals with financial advice. On the merger.
Other employees you can reach at sfg.com.au. View company contacts for 320 employees →
Steven John
Colleague at Shadforth Financial Group LtdGreater Brisbane Area, Australia
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Andrew Brunero
Colleague at Shadforth Financial Group LtdGreater Sydney Area, Australia
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Sam Bauckham
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
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Bruce Mackley
Colleague at Shadforth Financial Group LtdBallarat Central, Victoria, Australia, Australia
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Mark Di Pietro
Colleague at Shadforth Financial Group LtdVictoria, Australia, Australia
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Jeff Norton
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
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Will Foster
Colleague at Shadforth Financial Group LtdCremorne, New South Wales, Australia, Australia
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Marlena Kinvig
Colleague at Shadforth Financial Group LtdHurstbridge, Victoria, Australia, Australia
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Rosanna Thompson
Colleague at Shadforth Financial Group LtdGreater Perth Area, Australia
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Chris Mcswain
Colleague at Shadforth Financial Group LtdGreater Melbourne Area, Australia
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David Rose works for Shadforth Financial Group Ltd.
David Rose is listed as Private Wealth Adviser at Shadforth Financial Group Ltd at Shadforth Financial Group Ltd.
AeroLeads has found 1 work email signal at @sfg.com.au for David Rose at Shadforth Financial Group Ltd.
David Rose is based in Greater Perth Area, Australia, Australia while working with Shadforth Financial Group Ltd.
David Rose has worked for Shadforth Financial Group Ltd, Keysbrook Financial Services, and Amp.
David Rose's colleagues at Shadforth Financial Group Ltd include Steven John, Andrew Brunero, Sam Bauckham, Bruce Mackley, and Mark Di Pietro.
You can use AeroLeads to view verified contact signals for David Rose at Shadforth Financial Group Ltd, including work email, phone, and LinkedIn data when available.
David Rose is listed with skills including Retirement Planning, Strategic Financial Planning, Superannuation, Financial Planning, Pensions, Investment Strategies, Life Insurance, and Financial Modeling.
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