Data sourced from ASIC Financial Advisers Register
Financial Adviser · MERRIWA, WA

David Carson

MERRIWA, WA
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 001266993
Practice
Wealth Creation Planning
Merriwa, WA (practice address on ASIC register)
Licensed through Capstone Financial Planning
View practice

About David Carson

David Carson is a financial adviser based in Merriwa, Western Australia, with 13 years of experience in the financial services industry since 2013. David works at Wealth Creation Planning, which is licensed through Capstone Financial Planning. 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 Arts from The University of Western Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)

Authorised to provide tax financial advice services

Qualifications and Training

2007
Bachelor of Arts
The University of Western Australia
2013
Taxation and Estate Planning
Kaplan Professional
2015
928 Margin Lending
Other - Kaplan Professional
2015
FNS60410 Advanced Diploma of Financial Planning
Kaplan Education Pty Limited
2017
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2023
Economic and Legal Context for Financial Planning
Kaplan Professional
2023
Taxation for Financial Planning
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Capstone Financial Planning Pty Ltd
Jun 2026 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)
Interprac Financial Planning Pty Ltd
Jan 2020 - Jun 2026 Ceased
APOGEE FINANCIAL PLANNING PTY LTD
Aug 2018 - Jan 2020 Ceased
National Australia Bank Limited
Oct 2015 - Jan 2018 Ceased
Westpac Banking Corporation
Sep 2013 - Sep 2015 Ceased

Source: ASIC Financial Advisers Register