David Dall Email & Phone Number
Senior Investment Adviser and Certified Financial Planner @ Shaw and Partners
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David Dall Location
- Adelaide, SA, AU
David Dall Work
- 2015 - now Senior Investment Adviser and Certified Financial Planner @
- 1997 - 2015 Senior Investment Adviser and Certified Financial Planner @
David Dall Education
- Kaplan Professional
Graduate Diploma of Financial Planning
2019 - 2020 - FINSIA
Graduate Diploma in Applied Valuation
1996 - 2000 - University of South Australia
Graduate Diploma in Property
1996 - 1997 - University of Adelaide
Bachelor of Commerce (B.Com.)
1993 - 1995 - Pembroke School 1985 - 1992
David Dall Skills
- Alternative Investments
- Business Strategy
- Portfolio Management
- Strategic Financial Planning
- Equities
- Investment Strategies
- Superannuation
- Investment Banking
- Investments
- Investment Advisory
- Strategy
- Financial Services
- Retirement Planning
- Wealth Management
- Investment Management
- SMSF
- Certified Financial Planner
David Dall Summary
- David Dall, based in Adelaide, SA, AU, is currently a Senior Investment Adviser and Certified Financial Planner at Shaw and Partners Limited. David Dall brings experience from previous roles at Macquarie Group. David Dall holds a 2019 - 2020 Graduate Diploma of Financial Planning @ Kaplan Professional. With a robust skill set that includes Alternative Investments, Business Strategy, Portfolio Management, Strategic Financial Planning, Equities and more. David Dall has 2 emails and 1 mobile phone numbers on RocketReach.
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