David Crellin
Financial Adviser in Mermaid Beach, Queensland, Australia
Review David Crellin
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001002797
- Location
- Mermaid Beach QLD 4218
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 17 January 2022
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Diploma of Financial Services (Financial Planning), Kaplan Professional (2010); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Fellow Chartered Financial Practitioner (FChFP) Program, Asoociation of Financial Advisers (AFA) (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021)
- Memberships
- Fellow Chartered Financial Practioner (FChFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David Crellin
David Crellin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mermaid Beach, Queensland (adviser number 001002797).
David provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 17 January 2022.
The register records 2006 as the year David first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010), Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2010) and Margin Lending and Geared Investments Course (Kaplan Professional, 2011). David is recorded as a member of Fellow Chartered Financial Practioner (FChFP) of FAAA.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Crellin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Crellin a registered financial adviser?
Yes. David Crellin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002797.
Which licensee does David Crellin work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Crellin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts.