Financial Adviser
· CANBERRA, ACT
David Maloney
No disciplinary history on record with ASIC
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258666
David Maloney is a financial adviser based in Canberra, Australian Capital Territory, with 24 years of experience in the financial services industry. David is currently authorised under Shaw And Partners Limited. David holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia. David is a member of CFP and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce
University of Canberra
1999
Bachelor of Commerce in Banking & Finance
University of Canberra
2003
Diploma of Financial Planning
Financial Planning Association of Australia
2005
Certified Financial Planner
Financial Planning Association of Australia
2007
SMSF Specialist Pathway Program
Tribeca
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Ltd
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
SHAW AND PARTNERS FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register