Financial Adviser · ADELAIDE, SA

David William John Forrest

34 Years experience

Tax advice
authorised

Currently at

Adelaide, SA

View firm profile

ASIC Registered · ADV 000298317

David William John Forrest is a financial adviser based in Adelaide, South Australia, with 34 years of experience in the financial services industry. David is currently authorised under Integrity Financial (SA) Pty Ltd. 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 Master of Business Administration (MBA) (Marketing & Finance Major) from Graduate School of Management - The University of Adelaide. David is a member of CPA Australia (CPA).

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

1987

Bachelor of Economics

The University of Adelaide

1991

Certified Practising Accountant (CPA)

CPA Australia

1991

Graduate Diploma in Applied Finance and Investment

The Securities Institute of Australia

1995

Master of Business Administration (MBA) (Marketing & Finance Major)

Graduate School of Management - The University of Adelaide

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Integrity Financial (SA) Pty Ltd

Feb 2015 - Present Current

DULWICH GROUP SERVICES PTY LTD

Jun 2013 - Sep 2015 Ceased

Hendersons Fp Pty Ltd

Aug 2009 - Dec 2013 Ceased

TOLHURST PTY LTD

Mar 2009 - Oct 2009 Ceased

Source: ASIC Financial Advisers Register