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 16 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 18 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.

Samuel van Dommele

Paraplanner

Samuel’s key role is paraplanning, which is the documentation of financial advice. Samuel has financial planning experience dating back to 2002 and has been working closely with David Shume since 2007.

Samuel studied with Deakin University and holds an Advanced Diploma in Financial Planning (Financial Services).

Samuel has a large extended family in the area, loves the ocean and playing music in local venues.

Joanne Brooks

Client Service Co-ordinator

Jo brings skills of General Administration and Reception and support, as well as building relationships with Clients, Service Providers and those around her.  Having worked in different roles in the Justice System, Jo understands the value of teamwork.

Jo has strong ties to the Northern Rivers and is glad to have most of her family – and all of her grandchildren living locally.

Jo and her husband have renovated a few houses, and they now cherish spending time with family, celebrating life.

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
Fax: 02 8007 0507
 
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).