Meet the Team
AUS Financial Advisers
David MacManus
(Grad Dip Fin Plan CFP® FChFP Dip. F.P.)
Authorised Representative* | Senior Financial Adviser | Aged Care Specialist | Director | Responsible Manager
David has passed the FASEA and GradDipFinPlan education requirements to continue practicing beyond the 2021 deadlines currently legislated.
David maintains strong working relationships, based on communication and trust, with his clients, referral partners and industry contacts.
David’s and AUS Financial Advisers vision is to achieve financial security, by following a disciplined investment processes and never losing sight of the objectives set out by the client.
David is a Certified Financial Planner ® Professional, the highest designation issued by the Financial Planning Association. David’s career commenced in 2003 with a boutique accounting firm. David has worked in mid and third tier accounting firms and in wealth management practices dealing with the young, the not so young (pre and post retirees) and large business accounts.
Aged Care
David also specialises in the complex aged care field, assisting families’ with the often delicate task of transitioning parents into aged care facilities.
David can assist with clarifying your situation and helping make the difficult decisions, often around whether to retain or sell the family home.
It is important to note that David only meets the Powers of Attorney and not the resident’s entering care due to the complexity of the issues discussed.
Meeting the needs, goals and objectives of each client are David’s primary consideration and David’s long term relationships with clients are evidence of this.
David’s Adviser Profile (Part 2 of the Financial Services Guide).
*David MacManus is and Authorised Representative of AUS Financial Advisers (AFSL 534501).
Financial Services Guide