Financial Adviser
· NORWEST, NSW
David John Porter
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245145
David John Porter is a financial adviser based in Norwest, New South Wales, with 26 years of experience in the financial services industry. David is currently authorised under Vision Planning & Finance (Aust) 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 Commerce (Accounting) from Macquarie University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Accounting)
Macquarie University
2002
PS 146
Financial Planning Association of Australia
2003
Graduate Diploma
Institute of Chartered Accountants