Financial Adviser
· WOLLONGONG, NSW
David Ross
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004690
David Ross is a financial adviser based in Wollongong, New South Wales, with 21 years of experience in the financial services industry. David is currently authorised under Alliance Wealth 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 Advanced Diploma of Financial Planning from Kaplan Professional Education. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2013
Self Managed Superannuation Funds Course
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional Education
2014
Diploma of Financial Planning
Kaplan Professional Education
Registration History
Source: ASIC Financial Advisers Register