Financial Adviser · SYDNEY, NSW

David Clark

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242326

David Clark is a financial adviser based in Sydney, New South Wales, with 24 years of experience in the financial services industry. David is currently authorised under Koda Capital 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 CFP from - Financial Planning Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Foreign Exchange Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor Degree
- University of Western Sydney
2000
Graduate Diploma
- Securities Institute of Australia
2003
CFP
- Financial Planning Association of Australia

Registration History

Apr 2016 - Present Current
APOGEE FINANCIAL PLANNING PTY LTD
Dec 2003 - Apr 2016 Ceased

Source: ASIC Financial Advisers Register