David Ross
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004690
- Location
- Wollongong NSW 2500
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 13 June 2024
- First provided advice
- 2005
- Qualifications
- Margin Lending and Geared Investments, Kaplan Professional Education (2011); Self Managed Superannuation Funds Course, Kaplan Professional (2013); Advanced Diploma of Financial Planning, Kaplan Professional Education (2014); Diploma of Financial Planning, Kaplan Professional Education (2014)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Ross
David Ross is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 001004690).
David provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 13 June 2024.
The register records 2005 as the year David first provided financial advice. The qualifications listed for David include Margin Lending and Geared Investments (Kaplan Professional Education, 2011), Self Managed Superannuation Funds Course (Kaplan Professional, 2013) and Advanced Diploma of Financial Planning (Kaplan Professional Education, 2014). David is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Ross a registered financial adviser?
Yes. David Ross is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004690.
Which licensee does David Ross work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Ross give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.