Financial Adviser · SYDNEY, NSW

David Lipari

21 Years experience

Tax advice
authorised

Currently at

Australia And New Zealand Banking Group Limited

Docklands, VIC

View firm profile

ASIC Registered · ADV 001004967

David Lipari is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. David is currently authorised under Australia And New Zealand Banking Group 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 Certified Financial Planner from 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 Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities - Class of product advice only .

Authorised to provide tax financial advice services

Qualifications and Training

2006

Graduate Diploma of Financial Planning

FINSIA

2016

Certified Financial Planner

FPA

2019

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education Pty Limited

Registration History

Australia And New Zealand Banking Group Limited

Oct 2004 - Present Current

Securities - Class of product advice only .

Source: ASIC Financial Advisers Register