Data sourced from ASIC Financial Advisers Register
Financial Adviser · ADELAIDE, SA

David Eric Olsen

16 Years experience
Tax advice
authorised
Currently at
Jbwere
Melbourne, VIC
View firm profile
ASIC Registered · ADV 001003388

David Eric Olsen is a financial adviser based in Adelaide, South Australia, with 16 years of experience in the financial services industry since 2010. David is currently authorised under Jbwere. David holds authorisations to advise on superannuation, managed investments, securities and foreign exchange, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Economics from The University of Adelaide. David is a member of Australian Financial Markets Association (AFMA).

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Foreign Exchange Deposit Products Government Bonds

Restrictions: Superannuation - Can only advise on a person's existing holding in a superannuation product

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Economics
The University of Adelaide
2004
Diploma of Financial Services
AFMA
2005
Bachelor of Laws with Honours
The University of Adelaide
2007
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2025
Tax for Financial Advising
Kaplan Higher Education Pty Limited

Registration History

Jbwere Ltd
Oct 2024 - Present Current
Superannuation - Can only advise on a person's existing holding in a superannuation product
National Australia Bank Limited
Nov 2010 - Jun 2023 Ceased
In relation to the authorisation to provide financial product advice in relation to the product area Derivatives identified above, this authorisation is limited to interest rate derivatives.

Source: ASIC Financial Advisers Register