Financial Adviser · FREMANTLE, WA

David Tilley

FREMANTLE, WA

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000255361

Currently at

Accord Financial Advisers

Melbourne, VIC (firm address)

View firm profile

David Tilley is a financial adviser based in Fremantle, Western Australia, with 32 years of experience in the financial services industry since 1994. David is currently authorised under Interprac Financial Planning, operating through Accord Financial Advisers. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Diploma of Business Studies from Prahran College of Advanced Education. David is a member of CPA Australia (CPA) and The Tax Institute.

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

1981

Diploma of Business Studies

Prahran College of Advanced Education

2002

Discovering The Options of Securities & Futures

CPA Australia

2002

Insurance and Risk in the Financial Planning

CPA Australia

2002

Intensive Course in Financial Planning

CPA Australia

2017

Self Managed Superannuation Funds

Kaplan Professional

Registration History

Interprac Financial Planning Pty Ltd

Dec 2017 - Present Current

ACN 130 288 578 PTY LTD

Mar 2015 - Nov 2017 Ceased

WEALTHSURE PTY LTD

Jan 2004 - Feb 2015 Ceased

Source: ASIC Financial Advisers Register