Financial Adviser
· MENAI, NSW
David John Shaw
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001245738
David John Shaw is a financial adviser based in Menai, New South Wales, with 10 years of experience in the financial services industry. David is currently authorised under Count Financial Limited. 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 Bachelor of Business (Accounting) from University of Technology Sydney. David is a member of CPA Australia (CPA).
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
1988
Bachelor of Business (Accounting)
University of Technology Sydney
1995
Certified Practising Accountant (CPA)
CPA Australia
2016
Self-Managed Superannuation Funds
Pinnacle Financial Services Academy
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
Financial Product advice is limited to SMSF - Product class advice on superannuation
Authorised to provide SMSF advice
Source: ASIC Financial Advisers Register