Financial Adviser
· ALBURY, NSW
David Guy
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263941
David Guy is a financial adviser based in Albury, New South Wales, with 27 years of experience in the financial services industry. David is currently authorised under Cpw Advisory Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2003
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2005
Certificate IV in Financial Services (Finance/Mortgage Broking) FNS40804
TAFE NSW
2005
Certificate in Applied Self-Managed Super Fund Advice
Australia Executor Trustees
2010
DPML Margin Lending
Pinnacle
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited