Financial Adviser · ADELAIDE, SA

David John Slovinec

18 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000332395

David John Slovinec is a financial adviser based in Adelaide, South Australia, with 18 years of experience in the financial services industry. David is currently authorised under Ri Advice Group Pty 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 Bachelor of Business (Marketing) from Edith Cowan University. 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

Restrictions: Securities: Class of product only.

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Business (Marketing)

Edith Cowan University

2011

Margin Lending

Kaplan

2018

Diploma of Financial Planning

Kaplan Education

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Ri Advice Group Pty Ltd

Apr 2019 - Present Current

Securities: Class of product only.

The Advice Exchange Pty Ltd

Dec 2016 - Apr 2019 Ceased

Authority excludes ability to provide advice on Credit and SMSF

Professional Investment Services Pty Ltd

Jun 2015 - Dec 2016 Ceased

Restricted from giving advice in Self Managed Superannuation Funds

Professional Investment Services Pty Ltd

Jun 2010 - Jun 2015 Ceased

restricted from giving advice in Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register