Our people

David Rose


Private Client Adviser
Email: david.rose@sfg.com.au
Phone: 08 9481 5222
David has 20 years experience in the superannuation industry and has been providing financial advice to clients since 2000. He holds a diploma in Financial Planning and a diploma in Superannuation Management. In addition, David also holds the internationally recognised Certified Financial Planner™ designation, which is the highest qualification within the financial planning industry.
 
Although David has extensive knowledge in relation to a broad range of financial planning areas he has chosen to specialise in the complex field of superannuation, primarily providing advice to employers on group superannuation plans. As part of the role, David also provides advice to employees on a wide range of issues, including superannuation, wealth accumulation and retirement planning.

Client Endorsements


"David’s in-depth knowledge of superannuation has resulted in approx $35,000 of tax savings and increased super for my retirement. David and his colleague Anne Forrester have always been readily available to discuss any concerns, which has always left me feeling confident and secure in their expertise."

Annette Marwick
Scarborough
Western Australia


"David provides me with advice on how best to invest my funds to provide peace of mind for the long-term future of my investments. I always feel confident that my funds are well managed. David is very understanding and he listens to any perceived problems that I may come up with. Both David and his colleague, Anne Forrester are always friendly and prepared to spend the time explaining things I don’t quite understand."

Graham Freeth
Bedfordale, Perth


"We have complete trust that our financial planning is in safe hands with David. He brings ease of comprehending our objectives and planning for the future with the recent innovation of screen projections to provide immediate answers to our life."

Norm and Felicity Harvey
Claremont, Western Australia