Financial Adviser
· BUNBURY, WA
David Offer
No disciplinary history on record with ASIC
BUNBURY,
WA
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259188
About David Offer
David Offer is a financial adviser based in Bunbury, Western Australia, with 28 years of experience in the financial services industry since 1998. David is currently authorised under Horizon Investment Solutions. 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 Bachelor of Commerce Accounting from Curtin University of Technology. David is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Commerce Accounting
Curtin University of Technology
1999
Graduate Diploma in Applied Finance & Investment
Securities Institute
2003
Graduate Diploma in Financial Planning
Securities Institute
2019
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
MDS FINANCIAL SERVICES PTY LTD
MINC FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register