Financial Adviser · ADELAIDE, SA

David Geoffrey Mead

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000458808

David Geoffrey Mead is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry. David is currently authorised under Fiducian Financial Services Pty Ltd. David holds authorisations to advise on superannuation, life insurance investments, managed investments and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Arts in Accountacy from University of South Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Investments Managed Investments Deposit Products Government Bonds

Restrictions: Not authorised to provide advice on Self Managed Super Funds or Margin Lending.

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Arts in Accountacy

University of South Australia

2013

Diploma in Financial Planning

Mentor Education

2014

Advanced Diploma of Financial Planning

Mentor Education

2014

Certificate in Margin Lending

Kaplan Professional Education

Registration History

Fiducian Financial Services Pty Ltd

Oct 2023 - Present Current

Not authorised to provide advice on Self Managed Super Funds or Margin Lending.

Heritage And People's Choice Limited

Nov 2018 - Jan 2022 Ceased

Westpac Banking Corporation

Aug 2015 - Oct 2018 Ceased

Excluding Self Managed Superannuation Funds

LONSDALE FINANCIAL GROUP PTY LTD

Jun 2014 - Aug 2015 Ceased

Provisional - Authorised to provide general advice only. Any personal advice will be provided with and under the supervision of a senior financial planner

Source: ASIC Financial Advisers Register