Financial Adviser
· ADELAIDE, SA
David Allan Bird
No disciplinary history on record with ASIC
ADELAIDE,
SA
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336790
David Allan Bird is a financial adviser based in Adelaide, South Australia, with 39 years of experience in the financial services industry since 1987. David is currently authorised under Coach Investments. 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of National Tax and Accountants Association (NTAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Finsia
2009
Self Managed Super Funds
Kaplan
2012
Advanced Diploma of Financial Planning
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
NEO FINANCIAL SOLUTIONS PTY LTD
NEO FINANCIAL SOLUTIONS PTY LTD
SENTRY FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register