DMFS Financial Advisers is a personal service investment, superannuation, and retirement planning business with a focus on retail processes. specialising in aged care as an additional service, the firm prides itself on addressing clients’ financial and Centerlink needs, as well as offering referrals for placement, legal, and home care consultants. Led by David, a qualified and experienced financial adviser, the firm’s vision is to achieve financial security for clients through disciplined investment processes and tailored investment portfolios.
With a commitment to providing ongoing support and annual reviews, DMFS Financial Advisers ensures that clients receive personalized attention and guidance in managing their wealth for a prosperous future. David’s qualifications, including Certified Financial Planner® Professional and Fellow Chartered Financial Practitioner designations, reflect the firm’s dedication to upholding industry standards and delivering high-quality financial advice. As a Corporate Authorised Representative of AUS Financial Advisers, DMFS Financial Advisers maintains strong working relationships with clients, referral partners, and industry contacts.
Recognized for their expertise in retirement planning, aged care services, and superannuation for the 50+ age bracket, DMFS Financial Advisers offers a range of investment options tailored to individual needs. By prioritizing communication, trust, and client satisfaction, the firm aims to assist clients during life changes and financial needs, ensuring that they are well-prepared for the future. With a focus on providing comprehensive financial solutions and exceptional customer service, DMFS Financial Advisers is dedicated to helping clients achieve their financial goals and secure a stable financial future.