Financial Adviser
· ADELAIDE, SA
David Nelson
No disciplinary history on record with ASIC
ADELAIDE,
SA
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000472391
David Nelson is a financial adviser based in Adelaide, South Australia, with 21 years of experience in the financial services industry since 2005. David is currently authorised under Synchron Advice. 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 Applied Finance and Investment from Finsia. David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2006
Graduate Diploma of Applied Finance and Investment
Finsia
2006
Graduate Diploma of Financial Planning
Finsia
2011
SMSF Specialist Advisor
SMSF Association
Registration History
Source: ASIC Financial Advisers Register