Financial Adviser
· MAROOCHYDORE, QLD
David John Loughnan
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335776
David John Loughnan is a financial adviser based in Maroochydore, Queensland, with 12 years of experience in the financial services industry. David is currently authorised under Spark Advisors Australia Pty Ltd. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2014
Advanced Diploma of Financial Planning
Mentor Education
2014
Diploma of Financial Planning
Mentor Education
2014
Provide Advice in Margin Lending
Mentor Education
2014
Provide Advice in Self Managed Superannuation Funds
Mentor Education
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional