Meet Our Team

At Shume & Associates, we spend time with our clients, so we know what is important to them.

Meet Our Team

At Shume & Associates, we spend time with our clients, so we know what is important to them.

David Shume  

Director / SMSF Specialist Advisor

David is a qualified financial advisor, tax agent and is an accredited SMSF Specialist Advisor with 22 years industry experience.

David’s skills are particularly appropriate for clients seeking specialist retirement planning advice and who wish for a greater sense of control of their retirement.

David is passionate in the use of Self Managed Superannuation Funds for those wanting greater control, flexibility, investment choice and enhanced tax outcomes for their retirement assets. David takes a detailed yet practical approach complimented by his strong focus on client service.

David was born and raised in the Northern Rivers and his family have strong ties to the area.

When David is not busy advising clients, he enjoys the best of the Northern Rivers outdoor lifestyle with his wife and two children.

David is an Authorised Representative of Wealth Integrity Pty Ltd.

Australian Financial Services Licence No. 499766.

Rebecca Shume

Chartered Accountant

Rebecca has 23 years of public practice accounting experience. She is a Chartered Accountant and completed a Bachelor of Business Degree majoring in Accounting in 1999.

Rebecca provides Self Managed Superannuation Fund accounting services and taxation advice to our clients through Alstonville Financial Services.

Rebecca also provides taxation advice to the team to assist the advice provided to our clients.

When not working Rebecca is enjoying family time with her husband and two young children.

Leah Dillon

Client Services

Leah brings skills of Administration and Reception as well as Accounting and Information Systems. 

Leah studied at Southern Cross University and holds a Bachelor of Accounting and Information Systems Degree.

Leah has been in the area since starting high school and has most of her family nearby.

Leah loves the area and when not working enjoys helping her husband with farming.

 

It Is the Important Things

Spend more time on what is really important, knowing your finances are in order.

It Is the Important Things

Spend more time on what is really important, knowing your finances are in order.

1 South Street
Alstonville, New South Wales
PO Box 504
Alstonville NSW 2477
Tel: 02 6628 0334
 
 
info@shumeassociates.com.au

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Shume & Associates is a Corporate Authorised Representative of Australian Financial Services licence Wealth Integrity Pty Ltd (AFSL 499766).