Financial Adviser
· SURFERS PARADISE, QLD
David Alan Wells
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004613
David Alan Wells is a financial adviser based in Surfers Paradise, Queensland, with 27 years of experience in the financial services industry. David is currently authorised under Ord Minnett Limited. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business from Griffith University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business
Griffith University
1997
Chartered Accountant
Institute of Chartered Accountants in Australia
Registration History
E.L. & C. BAILLIEU PTY LIMITED
ORD MINNETT FINANCIAL PLANNING PTY LIMITED
Source: ASIC Financial Advisers Register