RSM Australia

Our People

David McArthur
Partner - Adelaide

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.

He has extensive experience in advising retirees and wealth accumulators, providing tax-effective strategic advice to ensure his clients 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 the careful selection of appropriate strategic and product solutions to achieve a client’s objectives. He insists that his financial plans are clear, concise and transparent, and enjoys establishing trusting long-term relationships with his clients.

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     

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 provides financial planning services to clients in Adelaide, Port Lincoln and across South Australia.

Professional associations

  • Financial Planning Association (FPA)

REGISTRATIONS

  • Certified financial planner (CFP®)

Qualifications

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

 

Publications

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...