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Are you looking for a
Financial Adviser in Adelaide?
From setting up your portfolio, protecting your family against financial loss or planning your ideal retirement, our Financial Planners in Adelaide can devise practical solutions to help you achieve your goals.
Our local team of Financial Planners offer a whole range of financial planning services, from super consolidation, advising on life insurance decisions, retirement planning and estate planning to setting up investment portfolios and making sure you and your assets are well-protected.
You’ve worked hard your whole life, you should be able to experience your ideal retirement.
THE BEST FINANCIAL PLANNERS IN ADELAIDE
RSM in Adelaide can assist with:
- Superannuation funds & contributions
- Superannuation fund consolidation & rolling balances
- Self-Managed Super Funds
- Investment strategy
- Transition to retirement
- Trusts & succession planning, Estate planning
- Negative gearing
- Insurance protection
Our Services
Partner - Adelaide
David McArthur
MEET OUR EXPERTS
David McArthur is a Partner in the Adelaide Financial Services division.
David joined RSM in March 2004 and has worked in the investment and financial services industry since 1996.
David provides expert guidance across the full spectrum of financial planning, but his specialisation lies in several key areas. He excels in superannuation, ensuring clients maximise their retirement savings and benefits and he designs his retirement planning services to help individuals achieve their long-term financial goals with confidence.
Financial Advisor- Adelaide
Chris Jones
Chris Jones is a Financial Advisor based in the Adelaide office
Chris joined RSM in November 2020 as a Graduate Paraplanner in the Adelaide Financial Services team and has recently transitioned to a Financial Adviser, servicing clients around South Australia.
Chris ‘s primary passion and motivation is helping people accumulate wealth using both simple and complex strategies which are tailored to their personal situation, goals and objectives. Chris specialises in financial modelling and forecasting, wealth accumulation and wealth management strategies and superannuation including Self-Managed Superannuation Funds. Chris is also well-versed in retirement planning and inter-generational wealth transfer, ensuring that clients’ long-term interests are seamlessly integrated into their current financial strategies.
