Financial Adviser
· DEAKIN, ACT
David Alexander Franklin
No disciplinary history on record with ASIC
DEAKIN,
ACT
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006264
About David Alexander Franklin
David Alexander Franklin is a financial adviser based in Deakin, Australian Capital Territory, with 13 years of experience in the financial services industry since 2013. David works at Morgans Financial, which is licensed through Morgans Financial Limited. 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 Professional Diploma in Stockbroking from Stockbrokers Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2013
Core 1 Securities & Managed Investments Accreditation Program
Stockbrokers Association of Australia
2014
Margin Lending
Stockbrokers Association of Australia
2014
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2017
Diploma of Financial Planning
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
FASEA (Financial Adviser) Exam
FASEA
2022
Estate and Sucession Planning
Kaplan Professional
2023
Client Engagement Skills
Kaplan Professional
2023
Economic amd Legal Context for Financial Planning
Kaplan Professional
2024
Investment Advice
Kaplan Professional
2024
Taxation for Financial Planning
Kaplan Professional
2025
Superannuation and Retirement Advice
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register