David is the founder and principal at SIRA Group. He has twenty five years experience in the financial services industry, and is an expert in tax and superannuation strategies. David has a Bachelor of Business majoring in Finance, a Graduate Diploma of Applied Finance and Investment and has completed specialist superannuation education.
He is a Fellow of the Financial Services Institute of Australia (F Fin), an Associate of the Financial Planning Association (AFPA) and a Specialist Advisor member of the Self Managed Superannuation Professionals Association (SSA).
He is a Fellow of the Financial Services Institute of Australia (F Fin), an Associate of the Financial Planning Association (AFPA) and a Specialist Advisor member of the Self Managed Superannuation Professionals Association (SSA).
Services
SIRA Group provides a discretionary investment service, encompassing both listed and unlisted investments where appropriate. Your portfolio can include direct Australian shares which are actively managed. It may also have other asset classes, which are accessed either directly or indirectly. We aim to outperform the market, after fees over the long term.
To make sure we understand your needs and goals, our first consultation with you is for fact finding. This ensures we have a full appreciation of your situation and what we can do for you. Our investment program recommendations include advice on asset allocation for your portfolio. Within each asset class we select a range of investments to provide suitable diversification.
To successfully invest in Australian shares requires research, information sources and dedication. Most personal investors do not have the time or knowledge to reap the rewards of direct share investment. There are alternatives to doing it yourself. Options include full service stock broking, managed funds or having your own personal fund manager managing your portfolio on an individual basis.
An MDA is an account established in your name or a relevant entity's name such as a self-managed super fund, family trust or company. Investments are made in the entity name in accordance with your Investment Program. For your convenience, discretionary authority is given to SIRA Group to trade on your behalf.
SMSFs are subject to certain legislation that differs from larger fund or non-self managed superannuation and need particular care to ensure that they remain complying. Most advisers operating in the "general" superannuation environment do not have the knowledge or skills required to ensure that their clients are not adversely affected and that they are able to utilise the strategic flexibility that a SMSF provides.
Reviews (2)
Maria Cristache
Nov 24, 2021
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Ne Ne Aung Lwin
May 18, 2019
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Good Day To You
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Regards Bless you.
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Regards Bless you.
