Financial Adviser
· SYDNEY, NSW
David Cuff
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006324
David Cuff is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry. David is currently authorised under Fitzpatricks Private 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 CFP Certification Program from Financial Planning Association of Australia Limited. 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce Accounting
Macquarie University
2010
Graduate Diploma of Applied Finance (Major in Financial Planning)
Kaplan Professional
2015
Cavendish & ICFS Specialist SMSF Course
Cavendish
2019
CFP Certification Program
Financial Planning Association of Australia Limited
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Source: ASIC Financial Advisers Register