Financial Adviser · THE JUNCTION, NSW

David John Minehan

25 Years experience
Tax advice
authorised
Currently at
The Junction, NSW
ASIC Registered · ADV 001000437

David John Minehan is a financial adviser based in The Junction, New South Wales, with 25 years of experience in the financial services industry. David is currently authorised under Newadvice Pty 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 (CFP) from Financial Planning Association. 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

Authorised to provide tax financial advice services

Qualifications and Training

1997
Bachelor of Commerce
Newcastle University
2005
Diploma of Financial Planning
Deakin University
2016
Certified Financial Planner (CFP)
Financial Planning Association

Registration History

Jun 2023 - Present Current
NOVATAX PTY. LIMITED
Jun 2022 - Jun 2023 Ceased
Dec 2018 - Jun 2022 Ceased
NOVATAX PTY. LIMITED
Jul 2003 - Dec 2018 Ceased

Source: ASIC Financial Advisers Register