Financial Adviser
· GOSFORD, NSW
David Evers
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000232036
David Evers is a financial adviser based in Gosford, New South Wales, with 24 years of experience in the financial services industry. David is currently authorised under Count Financial 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 Commerce from The University of Newcastle. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association - SMSF Specialist Advisor (SSA).
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
1993
Bachelor of Commerce
The University of Newcastle
1995
Chartered Accountant
Chartered Accountants Australia and New Zealand (CA ANZ)
2010
Margin Lending and Geared Investments
Kaplan Higher Education
2011
SMSF Specialist Advisor
SMSF Association