Financial Adviser
· WARILLA, NSW
David Ladeira
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000338049
David Ladeira is a financial adviser based in Warilla, New South Wales, with 17 years of experience in the financial services industry. David is currently authorised under Smart Financial Capital 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 5 Unit CFP Certification Program from Financial Planning Association of Australia Limited. David is a member of Financial Advice Association of Australia (FAAA).
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
2004
Bachelor of Commerce (Finance and Management)
The University of Wollongong
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education
2010
DPML Margin Lending
Pinnacle Financial Services Academy
2011
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Higher Education
2013
5 Unit CFP Certification Program
Financial Planning Association of Australia Limited
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Government Debentures, Stocks or Bonds - Class of product only; Superannuation - Not Authorised to provide SMSF advice.
Source: ASIC Financial Advisers Register