Financial Adviser · ADELAIDE, SA

David Salvador Leon

20 Years experience
ASIC Registered · ADV 001005728

David Salvador Leon is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. David is currently authorised under Stellan Capital Group Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Qualifications and Training

2007
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2009
Accredited Derivatives Adviser Level 2
Kaplan Professional
2009
Graduate Certificate in Applied Finance
Kaplan Professional
2011
ACPM Certified Portfolio Manager
Columbia University
2011
Margin Lending Accreditation Program
Stockbrokers Association of Australia

Registration History

Sep 2019 - Present Current
Oct 2009 - May 2019 Ceased
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.

Source: ASIC Financial Advisers Register