Financial Adviser · ADELAIDE, SA

David Scott Freer

ADELAIDE, SA

23 Years experience

Tax advice
authorised

ASIC Registered · ADV 000231491

Currently at

Hillross Financial Services Limited

Sydney, NSW (firm address)

View firm profile

David Scott Freer is a financial adviser based in Adelaide, South Australia, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Hillross Financial Services Limited, operating through Hillross Financial Services. 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 Diploma of Financial Services (Financial Planning) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2009

Diploma of Financial Services (Financial Planning)

Kaplan Higher Education Pty Limited

2010

Margin Lending and Geared Investments

Kaplan Higher Education Pty Limited

2022

SuperConcepts Specialist SMSF Course

University of Adelaide

Registration History

Hillross Financial Services Limited

Jul 2020 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Count Financial Limited

Jul 2003 - Jul 2020 Ceased

Source: ASIC Financial Advisers Register