David McArthur

Partner - Adelaide

Areas of focus

Financial Services

Superannuation Financial Services at RSM Australia

Job title

Partner

Office Location

Adelaide

Send me an email

+61 8 8232 3000

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 1994.rewards

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.

David assists clients in creating and overseeing a solid investment portfolio tailored to their requirements. He concentrates on constructing and managing share portfolios. Additionally, his insurance advice covers various aspects, providing clients with comprehensive protection strategies to safeguard their financial well-being. rewards

When it comes to investment portfolios, David's expertise shines through as he carefully constructs and manages share portfolios that align with his clients' objectives. His attention to detail and strategic approach help clients navigate the complexities of the market with confidence.

David's extensive experience in the investment and financial services industry allows him to offer personalised advice to each of his clients. He takes the time to understand their individual financial goals and risk tolerance before creating a tailored financial plan. With a focus on superannuation and retirement planning, David ensures that his clients are well-prepared for their future financial needs.

In addition to his investment services, David also provides comprehensive insurance advice to protect his clients' financial well-being. By addressing various aspects of insurance, he ensures that his clients have the necessary coverage in place to mitigate risks and safeguard their assets.

"I think the best way to improve security and profits is by choosing the right strategies and products to meet each client's goals."

David has a long-standing focus on delivering tax-effective strategic advice specifically tailored to High-Net-Worth individuals. His expertise extends to managing the complexities associated with substantial wealth, including providing in-depth guidance on sophisticated trust and company structures.

He also helps clients with their finances and taxes by carefully considering their individual needs and circumstances. He uses his intelligence and foresight to create effective plans that yield the best outcomes. David's focus is on providing tailored solutions that address each client's unique situation. His expertise in this field helps him provide customised solutions that improve financial efficiency and security for individuals with complex financial portfolios.

David carefully plans and organises clients' finances to give comprehensive financial advice. His approach includes comprehensive planning and coordination with legal specialists to address every detail. David uses his strategic thinking and legal knowledge to manage clients' assets according to their wishes. He also aims to minimise taxes and improve efficiency in the process.

Overall, David's dedication to his clients' financial success and his specialized knowledge in superannuation, retirement planning, investment portfolios, and insurance make him a valuable asset to those seeking expert guidance in their financial journey.

David offers expert financial planning services to clients throughout South Australia, including Adelaide, Port Lincoln, and surrounding areas. He assists numerous clients in the area with their finances.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282