Financial Planning

Financial Planning Services

David holds an Australian Financial Services Licence (AFSL 484965).

David is also licensed to carry on a financial services business to provide financial product advice for self-managed superannuation funds, in particular the establishment of a self-managed superannuation fund and providing advice in regard to contributions and pensions.

David can provide advice in regard to the following classes of financial product: deposit products, general insurance products, life risk insurance products, simple managed investment schemes and securities for self-managed superannuation funds.

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