Financial Adviser
· PERTH, WA
David Wallace
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005363
David Wallace is a financial adviser based in Perth, Western Australia, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Jbwere. David holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor Degree from - UWA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Foreign Exchange
Deposit Products
Government Bonds
Margin Lending
Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product
Authorised to provide tax financial advice services
Qualifications and Training
1993
Bachelor Degree
- UWA
2008
Graduate Diploma
- FINSIA
Registration History
Superannuation - Can only advise on a person's existing holding in a superannuation product
Source: ASIC Financial Advisers Register