Financial Adviser · AVALON BEACH, NSW

David Cameron Nelson

AVALON BEACH, NSW
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001269921
Currently at
Brisbane, QLD (firm address)

David Cameron Nelson is a financial adviser based in Avalon Beach, New South Wales, with 8 years of experience in the financial services industry since 2018. David is currently authorised under Gallagher Benefit Services, operating through Via Financial Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Master of Financial Planning from Kaplan Higher Education Pty Limited. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Oct 2024 - Present Current
VIAFGA PTY LTD
Mar 2019 - Oct 2024 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Nov 2018 - Mar 2019 Ceased

Source: ASIC Financial Advisers Register