Financial Adviser
· NORWEST, NSW
David Erfan Kashan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001271458
David Erfan Kashan is a financial adviser based in Norwest, New South Wales, with 8 years of experience in the financial services industry. David is currently authorised under Bluewater Financial Advisors 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 FNS50615 from International Institute of Technology. David is a member of Association of Independently Owned Financial Professionals (AIOFP) and SMSF Association.
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
2018
FNS50615
International Institute of Technology
2020
SMSF (Personal Advice)
Mentor Education
2021
Tax Financial Adviser
Tax Practitioners Board
2024
Graduate Dilpoma of Financial Planning
Kaplan