MenuDavid Rose CFP®
About Me
David has been providing personal financial advice to clients since 2000. David provides advice on a range of issues including superannuation, insurance, wealth accumulation, investment planning and retirement planning. David is a past member of the JDRF WA State Leadership Group, a charity dedicated to improving lives and curing Type 1 diabetes. David is married with a blended family - 5 children, 3 cats and a dog. David is also an avid Fremantle Dockers fan.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 24 Years -
Licensed By Shadforth Financial Group Limited
