Financial Adviser · GEELONG, VIC

David John Henry

GEELONG, VIC

33 Years experience

Tax advice
authorised

ASIC Registered · ADV 000264941

Currently at

Fiducian Financial Services

Sydney, NSW (firm address)

View firm profile

About David John Henry

David John Henry is a financial adviser based in Geelong, Victoria, with 33 years of experience in the financial services industry since 1993. David is currently authorised under Fiducian Financial Services. 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 CFP from FPA. 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

1997

Dip FP

Deakin University

1998

CFP

FPA

2011

SMSF

Kaplan

2014

ALPA

Kaplan

2024

Graduate Diploma of Financial Planning

Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2019 - Present Current

Ri Advice Group Pty Ltd

Feb 2004 - Feb 2019 Ceased

Source: ASIC Financial Advisers Register