Financial Adviser · DEEPDENE, VIC

David Svent

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000242767

David Svent is a financial adviser based in Deepdene, Victoria, with 27 years of experience in the financial services industry. David is currently authorised under Rkbj Private Wealth 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). David holds a Advanced Diploma Financial Services (Financial Planning) from Deakin University & Integratec. 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 Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003
Advanced Diploma Financial Services (Financial Planning)
Deakin University & Integratec

Registration History

Nov 2024 - Present Current
Sep 2024 - Sep 2024 Ceased
Jul 2020 - Nov 2024 Ceased
Jan 2006 - Jun 2020 Ceased

Source: ASIC Financial Advisers Register