Financial Adviser
· FORTITUDE VALLEY, QLD
David John Jackson
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250655
About David John Jackson
David John Jackson is a financial adviser based in Fortitude Valley, Queensland, with 32 years of experience in the financial services industry since 1994. David is currently authorised under Fitzpatricks Private Wealth. 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 Deakin University. 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
2002
Diploma of Financial Planning
Deakin University
2005
SMSF Specialist Accreditation Program
SMSF Association
2014
Tier 1 Margin Lending Personal Advice
Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register