Financial Adviser
· NORWOOD, SA
David John Stackelroth
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237962
David John Stackelroth is a financial adviser based in Norwood, South Australia, with 37 years of experience in the financial services industry. David is currently authorised under Alliance Wealth 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 Diploma of Financial Planning (8 units) from FPA Australia (Deakin University). David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Planning (8 units)
FPA Australia (Deakin University)
2011
Accredited Derivatives Adviser Level 1
Kaplan Professional
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2014
Advanced Self Managed Super Funds Program
Kaplan Professional
2016
Accredited Listed Product Adviser Program
Kaplan Professional