Financial Adviser · BONDI JUNCTION, NSW

David Isaacs

22 Years experience

Tax advice
authorised

Currently at

Bondi Junction, NSW

View firm profile

ASIC Registered · ADV 000433949

David Isaacs is a financial adviser based in Bondi Junction, New South Wales, with 22 years of experience in the financial services industry. David is currently authorised under Quadrant Wealth 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 from Financial Planning Association of Australia. David is a member of Chartered Financial Analyst Institute (CFA Institute) and 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

Authorised to provide tax financial advice services

Qualifications and Training

1999

Bachelor of Commerce

University of the Witwatersrand

2000

Bachelor of Commerce Honours

University of South Africa

2004

Chartered Financial Analyst

CFA Institute

2010

Diploma of Financial Planning

Kaplan Professional

2018

Certified Financial Planner

Financial Planning Association of Australia

Registration History

Quadrant Wealth Pty Ltd

Oct 2018 - Present Current

MYPLANNER PROFESSIONAL SERVICES PTY LTD

Jun 2017 - Oct 2018 Ceased

Advice on superannuation excludes self managed superannuation funds

CORE PRIVATE WEALTH PTY LIMITED

Jul 2014 - May 2017 Ceased

CREDIT SUISSE AG

Jul 2011 - Jan 2013 Ceased

Lipman Burgon And Partners Pty Limited

Jan 2010 - Jun 2011 Ceased

Source: ASIC Financial Advisers Register