Financial Adviser
· NARRABEEN, NSW
David Harper
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001251721
David Harper is a financial adviser based in Narrabeen, New South Wales, with 16 years of experience in the financial services industry. David is currently authorised under Independent Financial Advice & Education 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 Business (Accounting) from Southern Cross University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Accounting)
Southern Cross University
2010
Diploma of Financial Services
Kaplan
2018
Certificate IV Finance & Mortgage Broking
Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan
2025
Economic and Legal Contect for Financial Planning
Regulation & Legal Obligations - Kaplan
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan