Financial Adviser
· BRISBANE, QLD
David Sartor
No disciplinary history on record with ASIC
BRISBANE,
QLD
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005362
About David Sartor
David Sartor is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry since 1998. David is currently authorised under Jbwere. David holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). David's qualifications include a CFP from - Financial Planning Association of Australia. David is a member of Australian Institute of Company Directors (AICD), Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor Degree
- Queensland University of Technology
1995
Chartered Accountant (CA)
Institute of Chartered Accountants
1999
CFP
- Financial Planning Association of Australia