Financial Adviser
· ROBINA, QLD
David John Currie
No disciplinary history on record with ASIC
ROBINA,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338871
David John Currie is a financial adviser based in Robina, Queensland, with 17 years of experience in the financial services industry since 2009. David is currently authorised under Currie Pie Private Wealth, operating through The Trustee For Wealthy Self Trust. 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 Griffith University.
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
2003
Bachelor Of Business
Griffith University
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle
2013
Self Managed Superannuation Funds
Kaplan Professional
2014
Accredited Listed Product Adviser Program
Kaplan Professional
2017
DFP5v2 Tax for Financial Advising
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
Client Engagement Skills
Behavioural Finance - Kaplan Professional
Registration History
ACN 130 288 578 PTY LTD
RISK AND INVESTMENT ADVISORS AUSTRALIA PTY. LTD.
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register