David Ian Crase
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001253531
- Location
- Adelaide SA 5000
- Licensee
- Carlshurst Investments Pty Limited (AFSL 486931)
- Authorised since
- 22 April 2022
- First provided advice
- 2003
- Qualifications
- Institute of Chartered Accountants (Professional Year), University of South Australia (1988); Master of Business Administration, University of South Australia (1988); Bachelor of Economics, University of Adelaide (1991); Certified Financial Planner, Financial Planning Association (1999); Margin Lending, KAPLAN (2010)
- Memberships
- Australian Institute of Company Directors (AICD); Financial Advice Association of Australia (FAAA); Institute of Chartered Accountants in Australia and New Zealand (ICAANZ); The Taxation Institute of Australia
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ian Crase
David Ian Crase is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Adelaide, South Australia (adviser number 001253531).
Advice is given under the Australian financial services licence of Carlshurst Investments Pty Limited, licence number 486931. That authorisation dates from 22 April 2022.
The register records 2003 as the year David first provided financial advice. The qualifications listed for David include Institute of Chartered Accountants (Professional Year) (University of South Australia, 1988), Master of Business Administration (University of South Australia, 1988) and Bachelor of Economics (University of Adelaide, 1991). David is recorded as a member of Australian Institute of Company Directors (AICD), Financial Advice Association of Australia (FAAA) and Institute of Chartered Accountants in Australia and New Zealand (ICAANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is David Ian Crase a registered financial adviser?
Yes. David Ian Crase is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001253531.
Which licensee does David Ian Crase work under?
Carlshurst Investments Pty Limited, Australian financial services licence 486931.
What can David Ian Crase give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.