I have 25 years experience as a financial planning adviser, having worked for a stockbroking firm and the private banking division of a major bank before becoming a self employed planner in 1997.

My qualifications include:

  • Diploma of Financial Planning Dip FP
  • Certified Financial Planner CFP
  • Certified Financial Strategist CFS
  • Associate Diploma in Applied Finance and Investment
  • Self Managed Super Fund Specialist Certificate
  • Accredited Aged Care Professional

I adopt a holistic approach, advising clients across a wide range of financial matters. In addition, I provide more specialized advice in the areas of aged care, retirement planning, self managed superannuation strategies and life risk protection for business owners and individuals.  For an overview of the services I offer click here.

I primarily charge fees for advice/service and avoid commission payments (unless preferred in lieu of a fee for life insurance advice) to ensure a transparent process that focusses on the genuine needs and best interests of my client. Every client is unique and deserves consideration of the full range of strategies and products. We will refer to another specialist adviser when appropriate to achieve the best outcome for our client.

I am an active member of both the Financial Planning Association of Australia (FPA) and the Association of Independently Owned Financial Professionals (AIOFP)

I am married with two growing boys. I enjoy my involvement in club competition tennis and the company of family and friends.

I can be contacted via the following details:

Office: Unit 1, 146 Fullarton Rd. Rose Park, 5067.
Mobile: 0411 402 283

Skype: david.siostrom

LinkedIn: http://au.linkedin.com/pub/david-siostrom/15/452/253

Facebook: https://www.facebook.com/david.siostrom

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