Financial Adviser
· IPSWICH, QLD
David Ian Southwood
No disciplinary history on record with ASIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006821
David Ian Southwood is a financial adviser based in Ipswich, Queensland, with 30 years of experience in the financial services industry. David is currently authorised under Fortnum Private Wealth 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 Certified Financial Planner from Financial Advice Association of Australia. 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
2000
Certified Financial Planner
Financial Advice Association of Australia
2001
Diploma of Financial Planning
Financial Planning Association
2022
FPC006 Taxation for Financial Planning
Kaplan
2024
SMSF Masterclass
Fortnum Internal Training
2025
FPC008
Other - Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited