Financial Adviser
· BRISBANE, QLD
David Codey
No disciplinary history on record with ASIC
BRISBANE,
QLD
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000377115
About David Codey
David Codey is a financial adviser based in Brisbane, Queensland, with 39 years of experience in the financial services industry since 1987. David is currently authorised under Morgans Financial Limited, operating through Morgans Financial. 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 from University of New South Wales. David is a member of Australian Institute of Company Directors (AICD) and Stockbrokers and Investment Advisers Association (SIAA).
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
1980
Bachelor of Commerce
University of New South Wales
2014
Foundations of Financial Planning Part B: Financial Planning
KAPLAN