David Harrison
Financial Adviser
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About
David Harrison is an ASIC-registered financial adviser based in Glenelg, South Australia, dedicated to helping clients achieve their financial goals. With over two decades of experience in the financial services industry, David combines extensive knowledge with a client-focused approach to deliver tailored advice and strategies. David's qualifications include a Certificate in Financial Markets from Securities Institute Education SA (1998), a Diploma in Financial Planning from the Financial Planning Association of Australia Ltd (Deakin University) (2000), a Diploma of Financial Services from NSW TAFE (2009), a Diploma of Financial Services (Finance/Mortgage Broking Management) from AAMC Training Group (2012) and a Graduate Diploma of Financial Planning from Kaplan Professional (2022). He is also a proud member of the Financial Advice Association of Australia (FAAA), demonstrating his commitment to upholding the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, David specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Whether you are planning for retirement, seeking to grow your wealth, or require insurance solutions to protect your assets, David can provide the expert guidance you need. Contact David today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does David Harrison offer?
David Harrison provides a wide range of financial services, including superannuation advice, insurance solutions, wealth management, and retirement planning. He is authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. He tailors his advice to meet each client's unique financial situation and goals.
What qualifications does David Harrison have?
David Harrison holds a Certificate in Financial Markets, a Diploma in Financial Planning, a Diploma of Financial Services, a Diploma of Financial Services (Finance/Mortgage Broking Management), and a Graduate Diploma of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with David Harrison?
During your initial consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will explain his approach to financial planning and answer any questions you may have. This meeting is an opportunity for you to get to know David and determine if he is the right financial adviser for you.
How does David Harrison tailor his advice to my specific needs?
David believes in providing personalised financial advice. He considers your unique circumstances, including your income, expenses, assets, liabilities, and financial goals. He uses this information to develop a tailored financial plan that aligns with your individual needs and helps you achieve your objectives.
Why should I choose David Harrison as my financial adviser?
David Harrison offers extensive experience, comprehensive qualifications, and a commitment to ethical practice as demonstrated by his FAAA membership. His focus on building strong client relationships and providing personalised advice makes him a trusted partner in helping you achieve your financial aspirations. He takes pride in his ability to explain complex financial concepts in a clear and understandable manner.
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