David MacManus CFP®
About Me
David runs a retirement planning business. Aged Care is a common weekly practice, assisting families with the often delicate task of transition parents into aged care facilities.
David maintains strong working relationships, based on communication and trust, with his clients, professional partners and industry contacts.
David' and DMFS Financial Advisers vision is to assist with financial security and never losing sight of the objectives set out by the client.
The consideration of client circumstances is the core not pressured by outside influences common in the industry. David is a CERTIFIED FINANCIAL PLANNER (TM); the highest designation issued by the Financial Planning Association, has all new legislative \ educational requirements to be around for a long time yet. David's career commenced in 2003 with accounting firms.
It is important to note that David only meets the Powers of Attorney and not the resident's entering care due to the complexity of the issues discussed.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 21 Years
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Licensed By Aus Financial Advisers Pty Ltd