Financial Adviser
· NORWEST, NSW
David John Porter
No disciplinary history on record with ASIC
NORWEST,
NSW
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245145
Practice
Norwest, NSW (practice address on ASIC register)
Licensed through Vision Planning & Finance (Aust)
About David John Porter
David John Porter is a financial adviser based in Norwest, New South Wales, with 26 years of experience in the financial services industry since 2000. David works at DP Financial Planning, which is licensed through Vision Planning & Finance (Aust). David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Accounting) from Macquarie University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Commerce (Accounting)
Macquarie University
2002
PS 146
Financial Planning Association of Australia
2003
Graduate Diploma
Institute of Chartered Accountants