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A2M : $5.71  
AFI : $7.15  
AGL : $9.18  
AIA : $7.20  
ALD : $38.75  
ALL : $40.10  
ALQ : $13.05  
ALU : $65.42  
ALX : $5.38  
AMC : $13.74  
ANZ : $28.15  
ARG : $8.67  
ASX : $62.38  
AWC : $1.51  
AZJ : $3.88  
BEN : $9.63  
BHP : $44.62  
BKW : $26.67  
BLD : $5.63  
BOQ : $6.12  
BSL : $22.90  
BXB : $15.52  
CAR : $33.33  
CBA : $111.45  
CGF : $6.61  
COH : $315.48  
COL : $16.05  
CPU : $27.95  
CSL : $268.92  
CSR : $8.86  
CWY : $2.55  
EBO : $31.49  
EDV : $5.32  
EVN : $4.07  
FLT : $20.03  
FMG : $24.60  
FPH : $24.42  
GQG : $2.28  
HVN : $4.57  
IAG : $6.35  
IEL : $16.40  
IFT : $9.97  
IGO : $7.08  
IPL : $2.72  
JBH : $61.20  
JHX : $53.09  
LYC : $6.40  
MCY : $5.92  
MEZ : $5.43  
MIN : $67.98  
MPL : $3.57  
MQG : $182.65  
MTS : $3.88  
NAB : $32.92  
NEM : $60.05  
NST : $15.52  
NWL : $18.85  
NXT : $15.75  
ORG : $9.73  
ORI : $17.95  
PDNDA : $14.03  
PLS : $3.83  
PME : $102.76  
PMV : $29.20  
QAN : $5.62  
QBE : $17.30  
QUB : $3.27  
REA : $176.63  
REH : $26.23  
RHC : $50.09  
RIO : $129.52  
RMD : $27.95  
RWC : $5.06  
S32 : $3.17  
SDF : $5.53  
SEK : $23.70  
SFR : $9.05  
SHL : $26.22  
SOL : $32.46  
SPK : $4.29  
SQ2 : $109.88  
STO : $7.84  
SUN : $15.91  
SVW : $37.65  
TLC : $4.94  
TLS : $3.65  
TLX : $13.63  
TNE : $15.75  
TPG : $4.18  
TWE : $11.83  
VEA : $3.50  
WBC : $25.40  
WDS : $29.40  
WES : $65.06  
WHC : $7.90  
WOR : $16.31  
WOW : $31.34  
WTC : $88.31  
XRO : $116.40  
YAL : $5.82  

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Coronavirus resources have been added to the many others we supply our clients. Resources such as many latest news articles, educational videos (updated recently), client portals, calculators, and stock prices. You have 24/7 access to all these tools and resources. Any question, simply ask. *

   

Latest News. 7-9 individual articles every month and all chosen for their relevance. Our website is a great place to stay informed.

Videos. All are relevant, interesting, educational and interesting. Videos that are changed three times a year to ensure you and your family are able to lean about many issues related financial issues and topics.

Calculators. A good range of calculators to help you better understand and manage your personal and family financial issues. Four of the more popular are: Pay calculator, Budget Calculator, Loan Calculator, and Super Calculator

Client Portals. Portals are quite common on many sites and can be used to store your data, pay bills, log onto investment systems.

Ask us a question at any time. If you have a question on any related topic then don’t hesitate to use a form on our site to ask.

Your information is private and confidential and should be treated that way. Using Secure File transfer means your information is encrypted when sent in either direction over the Internet.

Many sites also have a message window feature that displays messages of interest or that cover topics and deadlines you should be aware of.

 

* Not all are on every website.

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David Forrest 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:

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

Michelle Forrest

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.

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Darren Chalk Download Darren's Adviser Profile
Natasha Bartlett
Kelly Collins
Jasmine Smith

Jasmine Smith

Client Service Manager

Jasmine has worked in the financial services industry for over 12 years in all areas of client administration, working with David since 2013.

Jasmine has extensive knowledge and experience in client service including implementation of advice, portfolio reporting, assisting with the establishment of Self Managed Super Funds (SMSFs), term deposit management and a long history of helping clients with their enquiries.

Jasmine’s attention to detail, yet gentle approach, means she is able to solve the trickiest of questions for our client community.

Jasmine has gained her Certificate III in Financial Services qualification.

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Merrilyn Smith

Merrilyn Smith

Senior Client Service Manager

Merrilyn has worked in the financial services industry for over 11 years in all areas of client administration, and is a new addition to our client services team, returning from Melbourne to join the team in June 2019.

Merrilyn has extensive knowledge and experience in client service including implementation of advice, managed fund administration, assisting with the establishment of Self Managed Super Funds (SMSFs) and process improvement for the previous practices she has worked with. Merrilyn’s experience with direct shares constitutes the other part of our administrative support for direct equity investments.

Merrilyn’s warm and caring nature continues to endear her to our clients and she has already established herself as a valued member of our team.

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