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DMFS Financial Advisers is a personal service investment, superannuation and retirement planning business. While we have both wholesale and retail capabilities, we prefer the retail process.
Aged Care is an “add on” service which requires knowledge and experience, because its about people and their needs.
According to Money Management, 67% of financial advisers do not believe client’s parents (and or) aged care is an issue they are required to service.
We believe that we can either assist with a client’s needs (mainly the financials and Centrelink), or have the resources to refer to someone that can (placement, vendor advocacy, legal, home care consultants).
Retirement planning is a focus of the firm, along with aged care and superannuation (50+ age bracket), which are all closely related (family related).
We specialise in an investment discipline that suits you. If that is an industry fund, a retail \ employer fund or Self Managed Superannuation Fund, our role is to simply explain the costs and returns (historical) or those decisions.
Our ongoing services are tailored investment portfolios (knows as “adviser directed”.
David has passed the FASEA and GradDipFinPlan education requirements required and can be found on the ASIC Money Smart Website as a current and practicing adviser (authorised representative).
David maintains strong working relationships, based on communication and trust, with his clients, referral partners and industry contacts.
David’s and DMFS Financial Advisers vision is to achieve financial security for the client, by following a disciplined investment processes and never losing sight of the objectives set out by the client.
Annual reviews are a requirement of our service to maintain an understanding of your situation.
David is licenced through AUS Financial Advisers (AFSL 534501).
David is a director and Responsible Manager of AUS Financial Advisers, and all of these entities are registered as active on the ASIC Money Smart Website.
DMFS Financial Advisers Pty Ltd, ABN 71 158 044 476, is a Corporate Authorised Representative of AUS Financial Advisers Pty Ltd (ABN 89 159 536 151 AFSL 534501).
DMFS Financial Advisers Pty Ltd. © 2023. All Rights Reserved.
