David McArthur

Partner - Adelaide

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

Trusted Financial Adviser with Over 25 Years of Experience

David McArthur is a Partner in RSM’s Adelaide Financial Services division and has worked in the investment and financial services industry since 1996. He joined RSM in 2004 and has since provided strategic, tailored advice to clients throughout South Australia, including Adelaide, Port Lincoln, and Mount Gambier.

With significant expertise in superannuation, retirement planning, investment portfolio management, insurance, estate planning, and wealth structuring, David supports individuals, families, and business owners in making confident, informed financial decisions.

David is highly regarded for his ability to develop clear, long-term financial strategies that align with each client’s goals and circumstances. He offers expert guidance on superannuation, helping clients maximise their retirement savings, manage contributions, and plan tax effective transitions to pension phase. His technical knowledge and ability to simplify complex concepts enable clients to make sound decisions as they approach retirement.

A core part of David’s work also involves building and managing investment portfolios tailored to individual risk tolerance and financial objectives. Taking a disciplined, strategic approach, he focuses on constructing resilient portfolios that support growth, income, or wealth preservation—depending on the client’s needs.

David’s advice extends beyond wealth accumulation to include comprehensive personal risk protection when required. He provides strategic insurance recommendations across life, total and personal disability (TPD), trauma, and income protection to ensure clients are financially safeguarded against unexpected events.

For clients with more complex needs, David delivers integrated solutions involving trust and company structures, estate planning, and intergenerational wealth management. He often collaborates with legal and accounting professionals to ensure a coordinated approach that supports compliance, protects assets, and enhances financial outcomes.

David’s advice is grounded in a simple but powerful principle: the best results come from carefully selected strategies and products that are aligned to a client’s unique goals. He takes the time to understand what matters to each client—whether it’s building long-term wealth, achieving financial independence, or planning for the next generation.

Known for his calm, thoughtful manner and attention to detail, David builds long-term relationships based on trust, transparency, and measurable outcomes. Many of his clients have worked with him for over a decade, relying on his steady guidance through changing life stages and market conditions.

As legislation, markets, and client needs continue to evolve, David remains committed to ongoing professional development to ensure his advice reflects current best practice. He brings together strategic insight, technical depth, and a genuine commitment to helping clients achieve financial confidence and security.

Whether you’re planning for retirement, protecting your family, or managing complex financial affairs, David McArthur offers the expertise and perspective needed to guide you through every step of your financial journey.

Services 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)
• Certified Financial Planner (CFP®)

QUALIFICATIONS

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