David McCrorie
Financial Adviser in Surrey Hills, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003092
- Location
- Surrey Hills VIC 3127
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 28 October 2024
- First provided advice
- 2003
- Qualifications
- Certicate in Financial Markets, Securities Institute (1998); Graduate Diploma in Applied Finance and Investment, Securities Institute (2001); Certified Financial Planner, FPA (2018)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David McCrorie
David McCrorie is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surrey Hills, Victoria (adviser number 001003092).
David provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 28 October 2024.
The register records 2003 as the year David first provided financial advice. Qualifications and training on file include Certicate in Financial Markets (Securities Institute, 1998), Graduate Diploma in Applied Finance and Investment (Securities Institute, 2001) and Certified Financial Planner (FPA, 2018). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 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 McCrorie a registered financial adviser?
Yes. David McCrorie is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003092.
Which licensee does David McCrorie work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can David McCrorie 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.