Financial Adviser · ADELAIDE, SA

David Ian Crase

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001253531

David Ian Crase is a financial adviser based in Adelaide, South Australia, with 23 years of experience in the financial services industry. David is currently authorised under Carlshurst Investments Pty 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 CERTIFIED FINANCIAL PLANNER from FINANCIAL PLANNING ASSOCIATION. David is a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA), Institute of Chartered Accountants in Australia and New Zealand (ICAANZ) and The Taxation Institute of Australia.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1988
INSTITUTE OF CHARTERED ACCOUNTANTS (PROFESSIONAL YEAR)
UNIVERSITY OF SOUTH AUSTRALIA
1988
MASTER OF BUSINESS ADMINISTRATION
UNIVERSITY OF SOUTH AUSTRALIA
1991
BACHELOR OF ECONOMICS
UNIVERSITY OF ADELAIDE
1999
CERTIFIED FINANCIAL PLANNER
FINANCIAL PLANNING ASSOCIATION
2010
MARGIN LENDING
KAPLAN

Registration History

Apr 2022 - Present Current
Apr 2017 - Dec 2021 Ceased
ABACUS INVESTMENT MANAGEMENT PTY LTD
May 2005 - Oct 2013 Ceased

Source: ASIC Financial Advisers Register