Financial Adviser
· NEUTRAL BAY, NSW
David John Grech
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268049
David John Grech is a financial adviser based in Neutral Bay, New South Wales, with 8 years of experience in the financial services industry. David is currently authorised under Life Money Co Services 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 Bachelor of Commerce from Macquarie University.
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
2017
Bachelor of Commerce
Macquarie University
2018
Diploma of Financial Planning
Monarch Institute
2023
Economic and Legal Context for Financial Planning FPC001B
Kaplan Higher Education Pty Ltd
2023
Taxation for Financial Planning FPC006
Kaplan Higher Education Pty Ltd
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd
Registration History
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register