Financial Adviser
· BRISBANE CITY, QLD
David John Mccormick
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263606
David John Mccormick is a financial adviser based in Brisbane City, Queensland, with 8 years of experience in the financial services industry. David is currently authorised under Donegal Wealth Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Business (Accounting and Financial Management) from James Cook University. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2013
Bachelor of Business (Accounting and Financial Management)
James Cook University
2013
Diploma of Financial Planning
Kaplan
2017
Advanced Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan