David Jason Foord
Financial Adviser in Eltham, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000278056
- Location
- Eltham VIC 3095
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 17 March 2020
- First provided advice
- 2002
- Qualifications
- Bachelor of Economics, LaTrobe University (1996); Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2004); Margin Lending & Geared Investments, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia (2013); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- 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 Jason Foord
David Jason Foord is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Eltham, Victoria (adviser number 000278056).
The licensee David advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). The current authorisation started on 17 March 2020.
The register records 2002 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Economics (LaTrobe University, 1996), Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2004) and Margin Lending & Geared Investments (Kaplan Professional, 2010).
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 Jason Foord a registered financial adviser?
Yes. David Jason Foord is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000278056.
Which licensee does David Jason Foord work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can David Jason Foord 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.