Our People

Biography

David McArthur is a Director of the Financial Services division in Adelaide. David joined RSM in March 2004 and has been involved in the investment and financial services industry since 1994.

David is experienced in providing retirees and wealth accumulators with tax-effective, strategic advice to enable his clients to achieve their financial objectives within their chosen risk parameters.


David’s advice is prepared around the fundamental belief that the best way to enhance security and return is through carefully selecting appropriate strategic and product solutions to achieve a client’s objectives. 


While David advises in all areas of financial planning, his areas of specialisation include superannuation, retirement planning, share portfolio construction and management, and insurance advice.David is experienced in providing retirees and wealth accumulators with tax-effective, strategic advice to enable his clients to achieve their financial objectives within their chosen risk parameters. 

David has traditionally focused on providing tax-effective strategic advice to High-Net-Worth individuals, who will often require the provision of specialist knowledge in trust and company structures.

To ensure the provision of holistic advice, David will formulate and structure a client’s financial affairs such that asset transferral upon death is executed in the most tax-efficient and effective manner. This advisory will typically involve detailed strategic consultation with legal specialists.

David provides financial planning services to clients in Adelaide, Port Lincoln, and other parts of South Australia.

David McArthur is a Partner of RSM Australia Partners and a Director of RSM Financial Services Australia Pty Ltd.
RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

Solutions David provides  David McArthur is a Director of the Financial Services division in Adelaide.

  • Wealth management
  • Retirement planning
  • Self-managed superannuation funds
  • Insurance advice
  • Succession & estate planning

Professional associations

  • Financial Planning Association (FPA)

REGISTRATIONS

  • Certified Financial Planner (CFP®)

Qualifications

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

The effect of the ‘market index’ on your investment portfolio

30 November 2021
Investors who pay attention to the finance segment of the daily news may be aware that in late July 2019 the Australian All Ordinaries Index finally returned to the height it enjoyed before the Global Financial Crisis (GFC), but in the ensuing two weeks it experienced some volatility, losing around 1.7% of its value. Similarly, in January 2020, ...

A focused investment approach

22 May 2020
History has proven that a focused long-term conviction to an investment philosophy, robust processes, and quality investments will undoubtedly ensure enhanced security and long-term returns.   Whilst this environment is concerning it is prudent to remain focused on the long-term rather than the short-term ‘noise’ produced by the me...

A super source of wealth

26 May 2015
Superannuation provides a tax-effective vehicle in which to accumulate wealth for retirement.  Individuals are provided with tax incentives to grow their wealth through contributions into super funds and have the ability to invest these contributions according to their attitude to risk. Like all good things in life, there are limits and sup...