Financial Adviser · PERTH, WA

David George Francis

22 Years experience
Tax advice
authorised
ASIC Registered · ADV 000255826

David George Francis is a financial adviser based in Perth, Western Australia, with 22 years of experience in the financial services industry. David is currently authorised under H.e.s.t. Australia Ltd.. David holds authorisations to advise on superannuation, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. David is a member of Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation

Restrictions: Limited to providing financial advice limited to HESTA products

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Economics
The University of Adelaide
2004
Diploma of Financial Planning
Deakin University
2008
Certified Financial Planner
Financial Planning Association
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2022
Tax for Financial Advising
Kaplan
2024
Commercial Law
Kaplan

Registration History

Apr 2021 - Present Current
Limited to providing financial advice limited to HESTA products
Sep 2012 - Apr 2021 Ceased
Oct 2011 - Sep 2012 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Feb 2009 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register