David Michael Willis
AD ADVISORY SERVICES PTY LTD · Surfers Paradise QLD 4217 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000428364
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- AD ADVISORY SERVICES PTY LTD · AFSL 237058Since 6 July 2026
- Principal business address
- Surfers Paradise QLD 4217
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJul 2026 – presentAD ADVISORY SERVICES PTY LTD · AFSL 237058
- CEASEDDec 2018 – Aug 2025AD ADVISORY SERVICES PTY LTD · AFSL 237058Through authorised representative ASCENTIA FINANCIAL GROUP PTY LTD (no. 001270608)
- CEASEDSep 2012 – Oct 2018GWM ADVISER SERVICES PTY LTD · AFSL 230692
- CEASEDSep 2006 – Jun 2010NATIONAL AUSTRALIA BANK LIMITED · AFSL 230686
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Master of Financial Planning
Kaplan Professional · 2019
Advanced Diploma - Financial Planning
Kaplan Professional · 2009
Diploma - Financial Planning
Kaplan Professional · 2006
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once David Michael Willis claims the profile.
Reviews
Not yet reviewed
No client has reviewed David Michael Willis on Souffle yet.
Contacting David Michael Willis
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
AD ADVISORY SERVICES PTY LTD · AFSL 237058
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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