Financial Adviser · ERINA, NSW

David John Robson

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000232034

David John Robson is a financial adviser based in Erina, New South Wales, with 24 years of experience in the financial services industry. David is currently authorised under Synchron Advice Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce from The University of Newcastle. David is a member of CPA Australia (CPA).

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

1979
Bachelor of Commerce
The University of Newcastle
1980
Chartered Accountant
Chartered Accountants Australia New Zealand
2009
Certificate IV in Financial Services (Finance/Mortgage Broking)
Intellitrain
2010
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2011
ASX Listed Products Accreditation Course
LPAC Online Pty Ltd

Registration History

Jul 2017 - Present Current
Jul 2003 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register