Financial Adviser · ESSENDON, VIC

David Bernard Costa

23 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000294905

David Bernard Costa is a financial adviser based in Essendon, Victoria, with 23 years of experience in the financial services industry. David is currently authorised under Count Financial Limited. 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 Services (Financial Planning) from Tribeca.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2005

Diploma of Financial Services (Financial Planning)

Tribeca

2024

Introduction to Self-Managed Superannuation Funds

Kaplan Higher Education

Registration History

Count Financial Limited

Mar 2024 - Present Current

AFFINIA FINANCIAL ADVISERS PTY LTD

Nov 2018 - Mar 2024 Ceased

APOGEE FINANCIAL PLANNING PTY LTD

Oct 2005 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register