Financial Adviser
· BRIGHTON, VIC
David Jon Jennings
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246002
David Jon Jennings is a financial adviser based in Brighton, Victoria, with 25 years of experience in the financial services industry since 2001. David is currently authorised under Banyan Securities. 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 Diploma of Financial Planning from Deakin 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan
2011
ASX Listed Products Accreditation Course
LPAC Online
2013
Self Managed Superannuation Funds
Kaplan
2014
Tax (financial) Adviser
Tax Practitioners Board