Financial Adviser
· SYDNEY, NSW
David Christopher Haseldine
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238232
David Christopher Haseldine is a financial adviser based in Sydney, New South Wales, with 30 years of experience in the financial services industry. David is currently authorised under Alexis Wealth 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 Diploma of Financial Markets from Securities Institute. David is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Diploma of Financial Markets
Securities Institute
2009
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register