Financial Adviser · GOSFORD, NSW

David Graham Bamforth

22 Years experience

Tax advice
authorised

Currently at

Aware Financial Services Australia Limited

Sydney, NSW

View firm profile

ASIC Registered · ADV 001004885

David Graham Bamforth is a financial adviser based in Gosford, New South Wales, with 22 years of experience in the financial services industry. David is currently authorised under Aware Financial Services Australia 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2016

Advanced Diploma of Financial Planning

Kaplan Professional

2020

FPC001B Economic and Legal context for Financial Planning

Kaplan Professional

2020

Graduate Diploma of Financial Planning

Kaplan Professional

2025

FPC006 Taxation for Financial Planning

Kaplan Professional

Registration History

Aware Financial Services Australia Limited

Sep 2020 - Present Current

Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Australia And New Zealand Banking Group Limited

Nov 2004 - Jul 2020 Ceased

Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only.

Source: ASIC Financial Advisers Register