DAVID IAN CRASE

Financial Adviser Ā· Adelaide, SA

Registered

Registration Number

001253531

Registration Status

Registered

Location

Adelaide, SA 5000

Providing Advice Since

2003

Registration Date

22/04/2022

Financial Services Licensee

CARLSHURST INVESTMENTS PTY LIMITED

Licence #000486931

šŸ“š Qualifications & Training

1988 - INSTITUTE OF CHARTERED ACCOUNTANTS (PROFESSIONAL YEAR) - Other - UNIVERSITY OF SOUTH AUSTRALIA
1988 - MASTER OF BUSINESS ADMINISTRATION - Other - UNIVERSITY OF SOUTH AUSTRALIA
1991 - BACHELOR OF ECONOMICS - Other - UNIVERSITY OF ADELAIDE
1999 - CERTIFIED FINANCIAL PLANNER - Other - FINANCIAL PLANNING ASSOCIATION
2010 - MARGIN LENDING - Other - KAPLAN

šŸ¢ Professional Memberships

Australian Institute of Company Directors (AICD)
Financial Advice Association of Australia (FAAA)
Institute of Chartered Accountants in Australia and New Zealand (ICAANZ)
The Taxation Institute of Australia

ā„¹ļø What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.