Financial Adviser
· ORMEAU HILLS, QLD
David Azon-jacometti
No disciplinary history on record with ASIC
ORMEAU HILLS,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003241
David Azon-jacometti is a financial adviser based in Ormeau Hills, Queensland, with 19 years of experience in the financial services industry since 2007. David is currently authorised under Vision Planning & Finance (Aust). 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 Advanced Diploma of Financial Planning from Kaplan Professional. David is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2007
Self-Managed Superannuation Funds
Kaplan Professional
2008
Diploma of Financial Planning
Tribeca Learning
2011
Margin Lending
Three Sixty Financial Planning
2012
Advanced Diploma of Financial Planning
Kaplan Professional
2018
SMSF Specialist Adviser Program
SMSFA
Registration History
Excludes Advanced Derivatives and MDA Services
SUPERPARTNERS PTY LTD
Source: ASIC Financial Advisers Register