Financial Adviser
· WEST PERTH, WA
David Lloyd Andrew
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000230552
David Lloyd Andrew is a financial adviser based in West Perth, Western Australia, with 27 years of experience in the financial services industry. David is currently authorised under Capital Partners Consulting 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 Bachelor of Physical Education from University of Western Australia. David is a member of Australian Institute of Company Directors, FINSIA and 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1985
Bachelor of Physical Education
University of Western Australia
1988
Graduate Diploma of Financial Planning
Securities Institute Australia
2002
Graduate Diploma of Applied Finance
Securities Institute Australia
2016
Accredited Investment Fiduciary
Centre of Fiduciary Excellence
2018
Self-Managed Super Funds
Kaplan