Financial Adviser
· BOWEN HILLS, QLD
David Allan Vanden Berg
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263500
David Allan Vanden Berg is a financial adviser based in Bowen Hills, Queensland, with 23 years of experience in the financial services industry. David is currently authorised under Adrians Wealth Management 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 Certified Financial Planner from Financial Planning Association. David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2002
Bachelor of Commerce (Banking and Finance) (Qualification)
Griffith University
2003
Master of Financial Planning
Griffith University
2011
Margin Lending & Geared Investments
Kaplan Professional
2014
SMSF Specialist Advisor Program
SPAA
2017
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2020
FASEA Adviser Exam
FASEA
Registration History
Further Restrictions: One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register