Financial Adviser
· ELTHAM, VIC
David Jason Foord
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000278056
David Jason Foord is a financial adviser based in Eltham, Victoria, with 24 years of experience in the financial services industry. David is currently authorised under Lifespan Financial Planning 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 Certified Financial Planner from Financial Planning Association of Australia.
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
1996
Bachelor of Economics
LaTrobe University
2004
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Margin Lending & Geared Investments
Kaplan Professional
2013
Certified Financial Planner
Financial Planning Association of Australia
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
WESTERN PACIFIC FINANCIAL GROUP PTY LTD
Source: ASIC Financial Advisers Register