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, by following a disciplined investment processes and never losing sight of the objectives set out by the client.
This is demonstrated by the relationship with Consultum Financial Advisers (AFSL 230323), the detailed consideration of client circumstances and the future goals required to be achieved.
David is a Certified Financial Planner ® Professional, the highest designation issued by the Financial Planning Association. David’s career commenced in 2003 with a boutique accounting firm. David has worked in mid and third tier accounting firms and in wealth management practices dealing with the young, the not so young (pre and post retirees) and large business accounts.
David also specialises in the complex aged care field, assisting families’ with the often delicate task of transitioning parents into aged care facilities.
David can assist with clarifying your situation and helping make the difficult decisions, often around whether to retain or sell the family home.
It is important to note that David only meets the Powers of Attorney and not the resident’s entering care due to the complexity of the issues discussed.
Meeting the needs, goals and objectives of each client are David’s primary consideration and David’s long term relationships with clients are evidence of this.
*David Mac Manus and DMFS Financial Advisers Pty Ltd are Authorised Representatives of Consultum Financial Advisers (AFSL 230323)
Level 8, 350 Collins Street
Melbourne VIC 3000