Financial Adviser
· WOLLONGONG, NSW
David Tomislav Mandic
No disciplinary history on record with ASIC
WOLLONGONG,
NSW
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003823
Practice
Wollongong, NSW (practice address on ASIC register)
Licensed through Alliance Wealth
About David Tomislav Mandic
David Tomislav Mandic is a financial adviser based in Wollongong, New South Wales, with 17 years of experience in the financial services industry since 2009. David works at DTM Private Wealth, which is licensed through Alliance Wealth. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Commerce (Financial Planning) from University of Wollongong. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Commerce (Financial Planning)
University of Wollongong
2011
Margin Lending and Geared Investments Course
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2025
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Not authorised to provide personal advice on Securities
Source: ASIC Financial Advisers Register