Financial Adviser
· SYDNEY, NSW
Melanie Caitlyn David
No disciplinary history on record with ASIC
2
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001309240
Melanie Caitlyn David is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry. Melanie is currently authorised under E.f.d.b. Pty Limited. Melanie holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Melanie holds a Master of Financial Planning from Western Sydney University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2022
Master of Financial Planning
Western Sydney University