Financial Adviser
· SYDNEY, NSW
Curtis David
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001815
Curtis David is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Curtis is currently authorised under Fortnum Private Wealth Ltd. Curtis holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Curtis holds a Diploma of Financial Services (Financial Planning) from Tribeca.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Restrictions: Not SMSF
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca
Registration History
Not SMSF
Excludes SMSF
AON HEWITT FINANCIAL ADVICE LIMITED
Source: ASIC Financial Advisers Register