About Me

David Dall is an Adelaide-based Financial Adviser working for Shaw and Partners, a large Australian Wealth and Investment Management firm. His services include Wealth Management, Financial Planning, Sharebroking, Managed Accounts, Global Markets, and Philanthropic Services. David spends most of his day advising clients on their ASX listed investment portfolios – often within a self-managed superannuation fund. He also advises clients as a stockbroker, and helps establishes share portfolios for clients in their personal name, family trust, joint names, and grandchildren’s names and advises on them accordingly. David is a Certified Financial Planner (CFP®) with 25 years of experience, with some client relationships spanning 25 years.