David Shume DFP, SSA Senior Financial Advisor Financial Planning

 Experience

David has over 10 years industry experience, providing specialist superannuation, investment advisory and estate planning advice. David is an accredited Self Managed Superannuation Fund specialist and is regarded for his practical approach and high level of service.

David holds a Bachelor of Accounting and Finance from Southern Cross University and a Diploma of Financial Planning and meets the competency requirements under ASIC’s Regulatory Guide RG 146. David is a SMSF Specialist Adviser™ and a member of the Self Managed Superannuation Fund Professionals' Association of Australia and abides by their code of professional conduct and ethics.

Areas of Expertise

• Retirement
• Superannuation
• Self Managed Superannuation Funds
• Wealth creation
• Estate planning
• Direct equities
• Investment planning
• Tax effective investment strategies
• Centrelink

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Rochdale Accounting & Financial Services Pty Ltd is a corporate authorised representative (304082) of Capstone Financial Planning Pty Ltd AFSL 223135. 
For more information on Capstone Financial Planning refer to their website onclick="return false" target="_blank">www.capstonefp.com.au, call 1300 306 900, fax (03) 8622 0799 or email info@capstonefp.com.au.