David George Francis
Financial Adviser in Perth, Western Australia, Australia
Review David George Francis
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 number000255826
- Location
- Perth WA 6000
- Licensee
- H.e.s.t. Australia Ltd. (AFSL 235249)
- Authorised since
- 19 April 2021
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, The University of Adelaide (2001); Diploma of Financial Planning, Deakin University (2004); Certified Financial Planner, Financial Planning Association (2008); Ethics and Professionalism in Financial Advice, Kaplan (2019); Tax for Financial Advising, Kaplan (2022); Commercial Law, Kaplan (2024)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Australian Institute of Superannuation Trustees (AIST); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation
- Restriction
- Limited to providing financial advice limited to HESTA products
- Tax (financial) advice
- Yes
- Register status
- Current
About David George Francis
On the Financial Advisers Register kept by ASIC, David George Francis appears as a current financial adviser in Perth, Western Australia, adviser number 000255826.
The licensee David advises under is H.e.s.t. Australia Ltd. (AFS licence 235249). The current authorisation started on 19 April 2021.
The register records 2004 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Economics (The University of Adelaide, 2001), Diploma of Financial Planning (Deakin University, 2004) and Certified Financial Planner (Financial Planning Association, 2008). Professional memberships recorded: Association of Superannuation Funds Australia (ASFA), Australian Institute of Superannuation Trustees (AIST) and Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Limited to providing financial advice limited to HESTA products.”
Reviews
Nobody has reviewed David George Francis here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David George Francis a registered financial adviser?
Yes. David George Francis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000255826.
Which licensee does David George Francis work under?
H.e.s.t. Australia Ltd., Australian financial services licence 235249.
What can David George Francis give advice on?
The register lists these advice areas: superannuation. It also records this restriction: "Limited to providing financial advice limited to HESTA products."