Financial Adviser
· ASHMORE, QLD
David Felipe Valderrama Rojas
No disciplinary history on record with ASIC
New
Adviser
Tax advice
authorised
authorised
ASIC Registered · ADV 001318530
David Felipe Valderrama Rojas is a financial adviser based in Ashmore, Queensland. David is currently authorised under Smartmove Advice 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). David holds a Bachelor of Commerce (Majoring in Financial Planning) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: No SMSF Advice to be provided (until individual accreditation achieved).
Authorised to provide tax financial advice services
Qualifications and Training
2020
Bachelor of Commerce (Majoring in Financial Planning)
Griffith University
Registration History
No SMSF Advice to be provided (until individual accreditation achieved).
Source: ASIC Financial Advisers Register