About Me

David is a Director of RSM and has been with RSM Financial Services since 2004 and involved in the investment and financial services industry since 1994. David is experienced in providing retirees and wealth accumulators with tax-effective, strategic advice to enable his clients achieve their financial objectives within their chosen risk parameters. David’s advice is prepared around the fundamental belief that the best way to enhance security and return is through the careful selection of appropriate strategic and product solutions to achieve a client’s objectives. While David advises in all areas of financial planning, his areas of specialisation include superannuation, retirement planning, share portfolio construction and management, and insurance advice. David provides financial planning services to clients in Adelaide, Port Lincoln and across South Australia.