Data sourced from ASIC Financial Advisers Register
Financial Adviser · MILTON, QLD

David Mcdowell

14 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000454933

David Mcdowell is a financial adviser based in Milton, Queensland, with 14 years of experience in the financial services industry. David is currently authorised under Akumin Financial Planning Pty Limited. 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 Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2018
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Mar 2023 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Bridges Financial Services Pty Limited
May 2020 - Mar 2023 Ceased
Count Financial Limited
Mar 2014 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register