Financial Adviser
· MELBOURNE, VIC
David Camilo Perez Estupinan
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006271
David Camilo Perez Estupinan is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry. David is currently authorised under Ahr Private 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 CFP Certification from Financial Planning Association. David is a member of FINSIA and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Master of International Finance
Deakin University of Australia
2011
Master of Professional Accounting
Deakin University
2011
Masters of International Finance (Financial Planning)
Deakin University
2014
CFP Certification
Financial Planning Association
2016
Self Managed Superannuation Funds
Kaplan
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional