David Michael Willis
Financial Adviser in Surfers Paradise, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428364
- Location
- Surfers Paradise QLD 4217
- Licensee
- Ad Advisory Services Pty Ltd (AFSL 237058)
- Authorised since
- 6 July 2026
- First provided advice
- 2006
- Qualifications
- Diploma, Kaplan Professional (2006); Advanced Diploma, Kaplan Professional (2009); Master of Financial Planning, Kaplan Professional (2019)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Michael Willis
David Michael Willis is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Surfers Paradise, Queensland (adviser number 000428364).
David provides advice as an authorised representative of Ad Advisory Services Pty Ltd, which holds Australian financial services licence 237058. That authorisation dates from 6 July 2026.
According to the register, David first provided financial advice in 2006. The qualifications listed for David include Diploma (Kaplan Professional, 2006), Advanced Diploma (Kaplan Professional, 2009) and Master of Financial Planning (Kaplan Professional, 2019). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise 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 Michael Willis a registered financial adviser?
Yes. David Michael Willis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428364.
Which licensee does David Michael Willis work under?
Ad Advisory Services Pty Ltd, Australian financial services licence 237058.
What can David Michael Willis 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.