Financial Adviser · ROBINA, QLD

David Allen Bird

ROBINA, QLD
45 Years experience
Tax advice
authorised
ASIC Registered · ADV 000279559
Currently at
Robina, QLD (firm address)

David Allen Bird is a financial adviser based in Robina, Queensland, with 45 years of experience in the financial services industry since 1981. David is currently authorised under Independent 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 holds a Diploma of Financial Planning from Financial Planning Association of Australia (FPA). David is a member of CFP - Certified Financial Planner (FPA) and Financial Advice Association of Australia (FAAA).

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

1992
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)

Registration History

Dec 2019 - Present Current
STRATEGIC PLANNING PARTNERS PTY LTD
Aug 2014 - Dec 2017 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Jun 2013 - Dec 2017 Ceased
One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register