Investing in direct shares is an important investment strategy. However, investing in the share market is not easy and for the best results requires a long-term approach. The share market is subject to volatility and is susceptible to factors beyond your control, thus there is risk associated with purchasing any stock.

Successful investors recognise that investing is not speculating, and that getting appropriate advice is crucial for long-term portfolio growth.

At Integrity Financial Advisory, we pride ourselves on offering well researched, personalised investment advice that is tailored to your investment style and objectives. Our advisers have the experience and expertise to assist with portfolio construction guidance, trading and settlement in ASX listed securities. We offer comprehensive market research to help identify unique opportunities for our clients.

How we can help you

We can help you decide how and when you wish to invest in share markets to suit you. You will receive quality advice, personalised support and information you need to manage your investment portfolio.

Our range of services includes:

Personally tailored investment advice.
Investment portfolio development – including Australian shares and access to international markets.
Ongoing stockbroking transaction services.
Access to capital raisings and initial public offerings.
Comprehensive reporting services – including portfolio performance and valuation reports.
Extensive research from numerous local and global research sources.
Proactive recommendations – including corporate actions.

At Integrity Financial Advisory we will provide the support and expertise needed to help you implement personally tailored financial strategies to suit your investment objectives.

Contact Integrity Financial Advisory

Download David's Adviser Profile

David Forrest

Director
BEc (Acc), MBA, CPA, FFin

David has been in the Financial Services Industry for nearly 30 years. He was one of the founding Directors of the successful Financial Planning and Stockbroking Practice, Henderson Gregory Forrest, for a decade. Prior to that, he held senior roles in companies such as ING, KPMG Accountants and AMP. David was previously Chairman of OAMPS Superannuation Trustee Board and currently serves as an independent Board Director for several companies.

David’s extensive experience in all forms of superannuation, including Self Managed Super Funds (SMSF), Defined Benefit Funds, retirement funding through Account Based Pensions, stockbroking with a focus on Direct Share Investment, Taxation/Remuneration Planning, Centrelink, Aged Care and business management, equip him to advise expertly on all aspects of Financial Advice.

Those with a particular interest in superannuation/SMSFs, direct share investment, salary packaging or applying for the Centrelink Pension will find his knowledge and ability in formulating and implementing creative, logical and simple wealth creation strategies a valuable asset.

David maintains a strong personalised client service focus, providing tailored solutions for clients.

Qualifications:

Bachelor of Economics with Accounting Major (BEc (Acc))
Master of Business Administration (MBA)
Certified Practising Accountant (CPA Australia)
Graduate Diploma in Applied Finance and Investment (FFin)

Memberships:

Member of the professional association of Certified Practising Accountants (CPA Australia)

Contact:

David Forrest is an Authorised Representative of Integrity Financial (SA) Pty Ltd ABN 16 133 921 187 — AFSL No 334846

Michelle Forrest

Business Finance Manager
B Bus (Acc), CPA

Michelle’s career has spanned across the Financial Services, Retirement Living and Aged Care industries working in the private sector, not for profit and more recently with the state government for over 20 years. Her experience extends to many facets of the financial services industry, having worked in superannuation administration, technical support and financial planning practice administration.

Commencing with AMP and subsequently working in commerce and accounting roles with companies such as Brambles, Adelaide Bank Retirement Services, ECH Inc and SA Health and Wellbeing, Michelle returns to financial services after working in practice financial management at Henderson Gregory Forrest. This wide range of experience from senior accounting and management roles has provided Michelle with a strong background in business administration.

With an astute financial acumen and keen interest in business improvement strategies, Michelle ensures the smooth running of the Integrity Financial Advisory practice providing valued management support to our personalised client service focus.

Qualifications: