David William John Forrest
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000298317
- Location
- Adelaide SA 5000
- Licensee
- Integrity Financial (SA) Pty Ltd (AFSL 334846)
- Authorised since
- 26 February 2015
- First provided advice
- 1992
- Qualifications
- Bachelor of Economics, The University of Adelaide (1987); Certified Practising Accountant (CPA), CPA Australia (1991); Graduate Diploma in Applied Finance and Investment, The Securities Institute of Australia (1991); Master of Business Administration (MBA) (Marketing & Finance Major), The University of Adelaide (1995); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA)
- 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 William John Forrest
David William John Forrest is a financial adviser in Adelaide, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000298317.
The licensee David advises under is Integrity Financial (SA) Pty Ltd (AFS licence 334846). That authorisation dates from 26 February 2015.
According to the register, David first provided financial advice in 1992. The qualifications listed for David include Bachelor of Economics (The University of Adelaide, 1987), Certified Practising Accountant (CPA) (CPA Australia, 1991) and Graduate Diploma in Applied Finance and Investment (The Securities Institute of Australia, 1991). Professional memberships recorded: CPA Australia (CPA).
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.
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Questions people ask
Is David William John Forrest a registered financial adviser?
Yes. David William John Forrest is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000298317.
Which licensee does David William John Forrest work under?
Integrity Financial (SA) Pty Ltd, Australian financial services licence 334846.
What can David William John Forrest 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.