Financial Adviser
· BRISBANE CITY, QLD
David Michael Reynolds
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001258445
David Michael Reynolds is a financial adviser based in Brisbane City, Queensland, with 26 years of experience in the financial services industry. David is currently authorised under Panoptic Wealth Holdings Pty Ltd. 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 Master of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2017
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Diploma of Financial Planning
Kaplan Professional
2018
Master of Financial Planning
Kaplan Professional
2019
Master of Applied Finance
Kaplan Professional
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
BENNETT & CO FINANCIAL SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register