Financial Adviser
· ADELAIDE, SA
David John Lannen
No disciplinary history on record with ASIC
ADELAIDE,
SA
38
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000277457
David John Lannen is a financial adviser based in Adelaide, South Australia, with 38 years of experience in the financial services industry since 1988. David is currently authorised under Ri Advice Group. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David holds a Diploma of Financial Planning from Financial Planning Association of Australia Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Restrictions: Superannuation: Not authorised to provide SMSF advice.
Authorised to provide tax financial advice services
Qualifications and Training
1997
Diploma of Financial Planning
Financial Planning Association of Australia Limited
Registration History
Superannuation: Not authorised to provide SMSF advice.
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register