Financial Adviser
· ADELAIDE, SA
David Dall
No disciplinary history on record with ASIC
ADELAIDE,
SA
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001236071
David Dall is a financial adviser based in Adelaide, South Australia, with 27 years of experience in the financial services industry since 1999. David is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. David holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner from Financial Planning of Australia Limited. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Adelaide
1997
Certified Financial Planner
Financial Planning of Australia Limited
2000
Graduate Diploma in Applied Finance & Investment
FINSIA
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register