David Dall joined Shaw and Partners in 2015 as a Certified Financial Planner, having gained invaluable expertise working for 18 years at Macquarie Private Wealth. David manages his clients’ affairs with complete professionalism and dedication, achieving the best possible financial outcomes to meet clients’ goals.
In total, David has over 26 years of experience in wealth management, delivering investment advice on a wide range of areas, including equity trading, portfolio and risk management, deposit products, fixed interest and superannuation.
With a comprehensive understanding of financial markets and strategic long-term financial planning, David constructs and carefully manages the investment portfolios of a select group of private clients. Whether clients simply want to protect their wealth or achieve a high level of financial performance, David’s advice is personalised and backed by responsible decision-making and careful analysis. David is attentive to individuals’ needs, no matter how simple or complex.
His areas of expertise are broad and include:
- Provision of tailored personal advice
- Portfolio management and administration
- International shares | Fixed income strategies
- Separately Managed Accounts
- Investment advice to Self Managed Super Funds | Not-for-Profit Organisations
“I work with individuals, families and businesses to provide effective solutions that preserve and grow wealth”
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David’s careful but proactive approach means he can manage clients’ investments and recommend effective wealth generating opportunities for the long term. His success has been built on deep knowledge of asset markets, careful investigation of each client’s goals and his extensive professional network, which enable him to access the latest ideas and recommend bespoke investment plans.
David prides himself on his ability to form close and long-lasting partnerships with clients, to whom he offers the complete spectrum of stockbroking strategies tailored to build and preserve wealth. David backs all his recommendations with a full account of risks and rewards and solidifies his partnership with clients through diligent ongoing support and advice.
David’s expertise encompasses equity portfolio construction. He can skilfully diversify portfolios across top quality Australian blue chip companies (ASX Top 50) through to mid-sized companies (ASX Top 200).
David can assist with:
- Asset allocation and risk management
- Dividend income (often franked) to supplement capital growth
- Tactical and strategic recommendations using Shaw and Partners’ research
- Use of alternative asset classes (ETF, Managed Funds) to diversify clients’ portfolios
Shaw and Partners & EFG International Support
As a part of Shaw and Partners, backed by EFG International, David leverages extensive resources and world-class research capabilities to provide comprehensive services like wealth creation strategies, superannuation and retirement planning, and meticulous portfolio oversight.
Qualifications
- Bachelor of Commerce
- Graduate Diploma in Property | Graduate Diploma in Applied Finance and Investment
- Certified Financial Planner
Memberships
- Financial Advice Association of Australia Limited (FAAA)
- SMSF Association | Tax Practitioners Board