Financial Adviser
· ADELAIDE, SA
Dave Stock
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005293
Dave Stock is a financial adviser based in Adelaide, South Australia, with 18 years of experience in the financial services industry. Dave is currently authorised under Franklin Advisory Pty Ltd. Dave holds authorisations to advise on managed investments, securities, deposit products and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Financial Planning Skills I from FINSIA. Dave is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Tax Financial Advice
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2007
Financial Planning Skills I
FINSIA
2007
Financial and Investment Products
FINSIA
2014
Deposit Products and Non-Cash payments
Financial Education Professionals
2014
Managed Investments Accreditation
Financial Education Professionals
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Commercial Law
Regulation & Legal Obligations - Kaplan
2025
Tax for Financial Advising
Regulation & Legal Obligations - Kaplan
Registration History
Source: ASIC Financial Advisers Register