Financial Adviser
· NEW LAMBTON HEIGHTS, NSW
David Robert Sayer
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238506
David Robert Sayer is a financial adviser based in New Lambton Heights, New South Wales, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Hnw Planning, operating through Boost Financial Coaching. 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 Business from Newcastle University. 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
Bachelor of Business
Newcastle University
2005
Bachelor of Economics
University of Newcastle
2010
Advanced Diploma Financial Services FP
Kaplan
2012
SMSF Certificate
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Financial Adviser Exam
FASEA
Registration History
EASTWOODS WEALTH MANAGEMENT PTY LTD
SHEER DESIGN MAGAZINE PTY LTD
MMG BUSINESS GROUP PTY LTD
Source: ASIC Financial Advisers Register