David Forrest
Financial Adviser
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About
David Forrest is an ASIC-registered financial adviser based in Adelaide, dedicated to helping clients achieve their financial goals with tailored and strategic advice. With a career spanning over three decades in the financial services industry, David brings a wealth of knowledge and experience to every client engagement. David holds a Bachelor of Economics from The University of Adelaide (1987), is a Certified Practising Accountant (CPA) with CPA Australia (1991), and completed a Graduate Diploma in Applied Finance and Investment from The Securities Institute of Australia (1991). Further enhancing his expertise, David earned a Master of Business Administration (MBA) with a major in Marketing & Finance from The University of Adelaide (1995) and has completed Ethics and Professionalism in Financial Advice training with Kaplan Professional (2020). As a CPA member, David adheres to the highest ethical and professional standards. David is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to help you plan for a comfortable retirement • Wealth management strategies to grow and protect your assets • Insurance solutions to safeguard your family and future • Retirement planning to ensure financial security in your later years • Investment advice on securities and other investment options Ready to take control of your financial future? Contact David today for a consultation and discover how his expertise can benefit you.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does David Forrest offer?
David Forrest specialises in superannuation advice, wealth management, insurance solutions, and retirement planning. He can also provide advice on investment products such as securities, life insurance and government debt.
What qualifications does David Forrest have?
David holds a Bachelor of Economics, is a Certified Practising Accountant (CPA), and has a Graduate Diploma in Applied Finance and Investment and a Master of Business Administration (MBA). He also completed Ethics and Professionalism in Financial Advice training.
How does David Forrest work with clients?
David works closely with each client to understand their unique financial situation, goals, and risk tolerance. He then develops a tailored financial plan to help them achieve their objectives, providing ongoing support and guidance along the way.
What can I expect during my first meeting with David Forrest?
During your initial consultation, David will take the time to get to know you and your financial goals. He will ask questions about your current financial situation, your aspirations for the future, and any concerns you may have. This information will help him develop a personalised financial plan that meets your specific needs.
Why should I choose David Forrest as my financial advisor?
With over three decades of experience in the financial services industry, David Forrest offers a wealth of knowledge and a commitment to providing ethical and professional advice. His comprehensive qualifications and dedication to client success make him a trusted partner in achieving your financial goals.
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