Transform advice businesses into world class firms
Transform advice businesses into world class firms

About us

Global Adviser Alpha helps transform advice businesses into world class firms. Ones that generate for their own advisers the great value they deliver to their own clients.

These goals aren’t mutually exclusive. We guide you toward big wins, while helping your clients and team members do the same.

This process adds up to more than the idea of the painter needing their house painted. It’s about making your business great for you, while providing you with the lifestyle and financial benefits that motivated you in the first place.

How do you evaluate, plan, build, and implement global best practice?

We show you how to use a range of tools to achieve that, while keeping in touch with your values and having a great life.

We’ll show you how to rediscover what made you excited about this mission in the first place; doing what you really enjoy, achieving a healthy work/life balance and delivering excellent outcomes for all stakeholders.

When you work with Global Adviser Alpha, you work directly with David Haintz, AM.

About David

Work directly with David Haintz

About David

David Haintz, AM is a CFP and a past director of the Financial Planning Association of Australia (FPA), in which time he was instrumental in the push for professionalism. He has had a 26 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group, with over 100 advisers; which was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

Having departed Shadforth in 2015, he has established Global Adviser Alpha – a B2B consultancy helping leading global advice businesses become world class and achieve outstanding result for all stakeholders.

In the 2022 Australia Day Honours List, David was awarded as a Member of the Order of Australia (AM) "recognising outstanding and meritorious service for significant service to financial planning, to business, and to the community".

For more information about David’s history in the financial industry, read on or download his bio below.

DAVID'S BIO

Awards & achievements

David remains the only adviser in Australia to be awarded the two most prominent awards - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

Since 1989, he has founded and grown a highly systemised and profitable advice business striving continually for global best practice. For nearly three decades, through all facets of founding, building, growing, renovating, creating enterprise value, M&A, developing internal succession, listing and monetised that value, and seamlessly exiting, he has excelled at both small and large business advice models.

  • Career

    He has had a 28 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group (in a 13 way script for script roll up - at the time $80m revenue and $25m ebit), with over 100 advisers; which listed on the ASX and was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

  • Financial Planning Association of Australia (FPA)

    David is a CFP and a past director of the FPA, in which time he was instrumental in the push for professionalism. He was the sixth adviser in Australia to be awarded a Fellow of the FPA, and served on the FPA Disciplinary Committee for seven years, the FPA Professionalism Committee for six years, and was a National Judge at the FPA’s inaugural Value of Advice Awards.

  • Industry Awards

    David remains the only adviser in Australia to be awarded the two prominent awards - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

  • Philanthropy

    David is a founding trustee of the Future2 Foundation, the Foundation for the Financial Planning Association. Established in 2007, it has now granted over $1m to young Australians experiencing hardship.

  • Advising

    Whilst at Shadforth, he originated and on-boarded more new clients, more FUM, and more revenue than any other of the 120 advisers, each and every year, of the 4 years he advised post-merger, before moving into an advice leadership and coaching role in 2012, where he was able to implement a program that took national client conversions from 25% to 67% in 12 months, on double the average FUM rate of the previous 4 years.

  • Financial Planning Standards Board

    He has been a member of international Financial Planning Standards Board – Developing Markets Practice Management Working Group.

  • Author

    In 2017, David launched a book titled The Life-First Advisor – How the new financial coach connects ‘money’ with 'meaning'.

  • Australia Day Honours List

    In the 2022 Australia Day Honours List, David was awarded as a Member of the Order of Australia (AM) "recognising outstanding and meritorious service for significant service to financial planning, to business, and to the community".

  • He has had a 28 year career with his own firm, and subsequently became a founding director of Shadforth Financial Group (in a 13 way script for script roll up - at the time $80m revenue and $25m ebit), with over 100 advisers; which listed on the ASX and was taken over in 2014 for $670m - at the time $13b FUM, $165m revenue, and $58m EBIT.

  • David is a CFP and a past director of the FPA, in which time he was instrumental in the push for professionalism. He was the sixth adviser in Australia to be awarded a Fellow of the FPA, and served on the FPA Disciplinary Committee for seven years, the FPA Professionalism Committee for six years, and was a National Judge at the FPA’s inaugural Value of Advice Awards.

  • David remains the only adviser in Australia to be awarded the two prominent awards - Australian Financial Planner of the Year (2005), and Australian Best Practice of the Year (2004).

  • David is a founding trustee of the Future2 Foundation, the Foundation for the Financial Planning Association. Established in 2007, it has now granted over $1m to young Australians experiencing hardship.

  • Whilst at Shadforth, he originated and on-boarded more new clients, more FUM, and more revenue than any other of the 120 advisers, each and every year, of the 4 years he advised post-merger, before moving into an advice leadership and coaching role in 2012, where he was able to implement a program that took national client conversions from 25% to 67% in 12 months, on double the average FUM rate of the previous 4 years.

  • He has been a member of international Financial Planning Standards Board – Developing Markets Practice Management Working Group.

  • In 2017, David launched a book titled The Life-First Advisor – How the new financial coach connects ‘money’ with 'meaning'.

  • In the 2022 Australia Day Honours List, David was awarded as a Member of the Order of Australia (AM) "recognising outstanding and meritorious service for significant service to financial planning, to business, and to the community".

International advising

David has presented at international conventions such as the UK Institute of Financial Planning, and the South African Institute of Financial Planning conferences; in 2017 had consulting engagements in 18 countries including diverse locations such as UAE, Germany, India, and Norway.

Countries worked in

Companies engaged with

Events spoken at

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Advisers presented to

Are you wanting to know how to attract and retain the right clients and talent?

If this sounds like you, sign up for our Client-Centric Advice Program or get in contact.

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