Financial Adviser
· DONCASTER EAST, VIC
David John Saynor
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000465100
David John Saynor is a financial adviser based in Doncaster East, Victoria, with 12 years of experience in the financial services industry. David is currently authorised under Paragem 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 Bachelor of Business (Financial Planning) from RMIT University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Bachelor of Business (Financial Planning)
RMIT University
2011
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2016
SMSF Specialist Advisor
SMSF Association
2018
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education