Financial Adviser · ERINA, NSW

David Toms

3 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001300883

David Toms is a financial adviser based in Erina, New South Wales, with 3 years of experience in the financial services industry. David is currently authorised under Charter Financial Planning Limited. 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 Economics from University of New South Wales.

Authorised to Advise On

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

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

2000

Bachelor of Economics

University of New South Wales

2021

Graduate Diploma of Financial Planning

Deakin University

Registration History

Charter Financial Planning Limited

Aug 2024 - Present Current

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

Wealth Today Pty Ltd

Nov 2022 - Jul 2024 Ceased

Excludes SMSF

Source: ASIC Financial Advisers Register