Financial Adviser
· ASPLEY, QLD
David John Bentley
No disciplinary history on record with ASIC
ASPLEY,
QLD
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000231014
About David John Bentley
David John Bentley is a financial adviser based in Aspley, Queensland, with 26 years of experience in the financial services industry since 2000. David is currently authorised under Infocus Securities Australia. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Diploma of Financial Planning from Financial Planning Association. 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
2003
Diploma of Financial Planning
Financial Planning Association
2010
Margin Lending and Geared Investments
Kaplan
2012
ASX Listed Products Accreditation Course
LPAC Online
2013
Certificate IV Finance/Mortgage Broking
Kaplan
2013
Self-Managed Superannuation Funds
Kaplan