Financial Adviser
· HAWTHORN EAST, VIC
David Frank La Terra
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001282413
David Frank La Terra is a financial adviser based in Hawthorn East, Victoria, with 5 years of experience in the financial services industry since 2021. David is currently authorised under Accru Wealth Management. 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 (Economics and Finance) from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Standard Margin Lending Facility.
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Business (Economics and Finance)
RMIT University
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2020
Graduate Diploma of Financial Planning
Kaplan Professional