Financial Adviser
· IVANHOE EAST, VIC
David Lansell Green
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001311732
David Lansell Green is a financial adviser based in Ivanhoe East, Victoria, with 2 years of experience in the financial services industry. David is currently authorised under Arrow Financial Group 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 Bachelor of Finance (Honours) from La Trobe University.
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
2011
Bachelor of Finance (Honours)
La Trobe University
2013
Diploma of Financial Planning
Monarch Institute
2021
Graduate Diploma of Financial Planning
KAPLAN Professional
2024
SMSF Regulation and Taxation
KAPLAN