Financial Adviser
· MAROOCHYDORE, QLD
David Adam Jeffress
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306136
David Adam Jeffress is a financial adviser based in Maroochydore, Queensland, with 2 years of experience in the financial services industry. David is currently authorised under Infocus Securities Australia 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 Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Accredited Listed Product Adviser
Kaplan Professional
2025
Master of Financial Planning
Kaplan Professional
2025
SMSF Regulation and Taxation
Kaplan Professional