Financial Adviser
· NELSON BAY, NSW
David Brian Joseph
No disciplinary history on record with ASIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000457680
David Brian Joseph is a financial adviser based in Nelson Bay, New South Wales, with 27 years of experience in the financial services industry. David is currently authorised under Matrix Planning Solutions 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 Diploma of Financial Planning from Financial Planning Assocation 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Diploma of Financial Planning
Financial Planning Assocation of Australia (FPA)
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2016
Margin Lending
Mentor Education
2018
Advanced Aged Care
Aged Care Steps