Financial Adviser
· MERMAID BEACH, QLD
David Crellin
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002797
David Crellin is a financial adviser based in Mermaid Beach, Queensland, with 20 years of experience in the financial services industry. David is currently authorised under Alliance Wealth 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. David is a member of Fellow Chartered Financial Practioner (FChFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2017
Fellow Chartered Financial Practitioner (FChFP) Program
Asoociation of Financial Advisers (AFA)
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register