Financial Adviser
· SYDNEY, NSW
David Robert Robertson
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233258
About David Robert Robertson
David Robert Robertson is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. David is currently authorised under Aeran. 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 Certified Financial Planner from Financial Planning Association. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services
TAFE Queensland
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2020
Master of Financial Planning
Kaplan
2021
Certified Financial Planner
Financial Planning Association
Registration History
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register