David Marasea commenced his career as a financial adviser in 2004; initially at a small boutique financial planning firm called Heraud Harrison, one of the founding firms that later merged to create the Shadforth Financial Group (SFG) in 2008. Finding that the corporate model suited his ideals about how best to serve client’s interests less and less, David left the corporate world in 2016 to build his own boutique financial planning practice. Marasea Partners was inaugurated therefore out of a deep desire to build a more client centric and evidence based firm.
David genuinely aspires towards helping others, achieve their financial and personal goals. He is dedicated to developing and maintaining long term relationships with his clients and is firmly committed to improving the quality of strategic advice within his profession.
David has extensive knowledge across the broad scope of financial planning, gained over greater than 12 years as a senior financial adviser. He also specialises in cross border strategies for expatriates, particularly those migrating from the United Kingdom to Australia.
- Bachelor of Science, University of Melbourne
- Diploma of Financial Services (Financial Planning), FPA
- Master of Financial Planning, RMIT University
- Certified Financial Planner (CFP®)
- Self Managed Superannuation Funds
- Accredited adviser with the ‘RIAA’ or ‘Responsible Investment Association of Australasia’.
- FPA Member
- Member of the FPA Melbourne Chapter Committee.
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Divorce and Financial Settlements
Strategic Financial Advice
Over 12 1/2 years providing Financial Advice as a senior adviser in a major financial planning firm; before founding his own client centric, boutique financial planning practice.
“David has been taking care of my super for over 9 years. He has been attentive, well informed and pro-active. Sometimes he has challenged my thinking and offered alternatives. I’d have no hesitation in recommending David to anyone looking for a reliable and effective financial advisor.”
David Marasea is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.