Financial Adviser · WEST END, QLD

David Crawford

11 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 001238220

David Crawford is a financial adviser based in West End, Queensland, with 11 years of experience in the financial services industry. David is currently authorised under Charter Financial Planning Limited. 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 Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2015

Advanced Diploma of Financial Planning

Pinnacle Financial Services Academy Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2024 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Akumin Financial Planning Pty Limited

Dec 2015 - Jul 2017 Ceased

Source: ASIC Financial Advisers Register