Financial Adviser
· SURREY HILLS, VIC
David Mccrorie
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003092
David Mccrorie is a financial adviser based in Surrey Hills, Victoria, with 23 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 FPA. David is a member of Financial Advice Association of Australia (FAAA).
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
1998
Certicate in Financial Markets
Securities Institute
2001
Graduate Diploma in Applied Finance and Investment
Securities Institute
2018
Certified Financial Planner
FPA