David Nelson
Financial Adviser in Adelaide, South Australia, Australia
Review David Nelson
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000472391
- Location
- Adelaide SA 5000
- Licensee
- Synchron Advice Pty Ltd (AFSL 243313)
- Authorised since
- 22 May 2020
- First provided advice
- 2005
- Qualifications
- Graduate Diploma of Applied Finance and Investment, Finsia (2006); Graduate Diploma of Financial Planning, Finsia (2006); SMSF Specialist Advisor, SMSF Association (2011)
- Memberships
- Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Nelson
On the Financial Advisers Register kept by ASIC, David Nelson appears as a current financial adviser in Adelaide, South Australia, adviser number 000472391.
David provides advice as an authorised representative of Synchron Advice Pty Ltd, which holds Australian financial services licence 243313. That authorisation dates from 22 May 2020.
The register records 2005 as the year David first provided financial advice. Qualifications and training on file include Graduate Diploma of Applied Finance and Investment (Finsia, 2006), Graduate Diploma of Financial Planning (Finsia, 2006) and SMSF Specialist Advisor (SMSF Association, 2011). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
Reviews
Nobody has reviewed David Nelson here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Nelson a registered financial adviser?
Yes. David Nelson is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000472391.
Which licensee does David Nelson work under?
Synchron Advice Pty Ltd, Australian financial services licence 243313.
What can David Nelson 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.