David John Porter
Financial Adviser in Norwest, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245145
- Location
- Norwest NSW 2153
- Licensee
- Vision Planning & Finance (Aust) Pty Ltd (AFSL 492807)
- Authorised since
- 1 December 2022
- First provided advice
- 2000
- Qualifications
- Bachelor of Commerce (Accounting), Macquarie University (2002); PS 146, Financial Planning Association of Australia (2002); Graduate Diploma, Institute of Chartered Accountants (2003)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About David John Porter
On the Financial Advisers Register kept by ASIC, David John Porter appears as a current financial adviser in Norwest, New South Wales, adviser number 000245145.
Advice is given under the Australian financial services licence of Vision Planning & Finance (Aust) Pty Ltd, licence number 492807. That authorisation dates from 1 December 2022.
According to the register, David first provided financial advice in 2000. The qualifications listed for David include Bachelor of Commerce (Accounting) (Macquarie University, 2002), PS 146 (Financial Planning Association of Australia, 2002) and Graduate Diploma (Institute of Chartered Accountants, 2003). David is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 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 John Porter a registered financial adviser?
Yes. David John Porter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245145.
Which licensee does David John Porter work under?
Vision Planning & Finance (Aust) Pty Ltd, Australian financial services licence 492807.
What can David John Porter give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts.