David McArthur

Partner - Adelaide

David McArthur is a Partner in the Adelaide Financial Services division.

David joined RSM in March 2004 and has worked in the investment and financial services industry since 1996.

David provides expert guidance across the full spectrum of financial planning, but his specialisation lies in several key areas. He excels in superannuation, ensuring clients maximise their retirement savings and benefits and he designs his retirement planning services to help individuals achieve their long-term financial goals with confidence.

David assists clients in creating and overseeing a solid investment portfolio tailored to their requirements. He concentrates on constructing and managing portfolios. Additionally, his insurance advice covers various aspects, providing clients with comprehensive protection strategies to safeguard their financial well-being.

When it comes to investment portfolios, David's expertise shines through as he carefully constructs and manages portfolios that align with his client's objectives. His attention to detail and strategic approach helps clients navigate the complexities of the market with confidence.

David's extensive experience in the investment and financial services industry allows him to offer personalised advice to each of his clients. He takes the time to understand their individual financial goals and risk tolerance before creating a tailored financial plan. With a focus on superannuation and retirement planning, David ensures that his clients are well-prepared for their future financial needs.

In addition to his investment services, David also provides comprehensive insurance advice to protect his clients' financial well-being. By addressing various aspects of insurance, he ensures that his clients have the necessary coverage in place to mitigate risks and safeguard their assets.

"My advice is prepared around the fundamental belief that the best way to enhance security and return is through carefully selecting appropriate strategic and product solutions to achieve a client’s objectives. "

David focuses on delivering tax-effective strategic advice. His expertise extends to managing the complexities associated with substantial wealth, including providing in-depth guidance on superannuation, funds management and sophisticated trust and company structures.

He also helps clients with their finances and taxes by carefully considering their individual needs and circumstances. He uses his intelligence and foresight to create effective plans that yield the best outcomes. David's focus is on providing tailored solutions that address each client's unique situation. His expertise in this field helps him provide customised solutions that improve financial efficiency and security for individuals with complex financial portfolios.

David carefully plans and organises clients' finances to give comprehensive financial advice. His approach includes comprehensive planning and coordination with legal specialists to address every detail. David uses his strategic thinking and legal knowledge to manage clients' assets according to their wishes. He also aims to minimise taxes and improve efficiency in the process.

Overall, David's dedication to his clients' financial success and his specialised knowledge in superannuation, retirement planning, investment portfolios, and insurance make him a valuable asset to those seeking expert guidance in their financial journey.

David offers expert financial planning services to clients throughout South Australia, including Adelaide, Port Lincoln, Mount Gambier and surrounding areas. He assists numerous clients in the area with their finances.

          
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

SOLUTIONS DAVID PROVIDES  

•   Wealth management
•   Retirement planning
•   Self-managed superannuation funds
•   Insurance advice
•   Succession & estate planning
•   Financial Adviser in Adelaide

PROFESSIONAL ASSOCIATIONS

•   Financial Planning Association (FPA)

Registrations

•   Certified Financial Planner (CFP®)

QUALIFICATIONS

•   Bachelor of Economics (Flinders University)
•   Graduate Diploma of Financial Planning (Securities Institute of Australia)
•   Specialist SMSF (Cavendish)