Financial Adviser · FREMANTLE, WA

David Tilley

32 Years experience
Tax advice
authorised
ASIC Registered · ADV 000255361

David Tilley is a financial adviser based in Fremantle, Western Australia, with 32 years of experience in the financial services industry. David is currently authorised under Interprac 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 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

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