Financial Adviser · CAULFIELD, VIC

David Eugene Braun

CAULFIELD, VIC

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 000461901

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About David Eugene Braun

David Eugene Braun is a financial adviser based in Caulfield, Victoria, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Lifespan Financial Planning. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2013

Life Insurance (Personal Advice)

Mentor Education

2014

Managed Investments & Securities

Mentor Education

2014

Superannuation (Personal Advice)

Mentor Education

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Lifespan Financial Planning Pty Ltd

Mar 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

AFFINIA FINANCIAL ADVISERS PTY LTD

May 2016 - Mar 2024 Ceased

Not Authorised in SMSF

GUARDIANFP PTY LIMITED

Jul 2014 - May 2016 Ceased

Superannuation excludes Income Streams and SMSF Advice

Source: ASIC Financial Advisers Register