Financial Adviser · MELBOURNE, VIC

David Alan Howell

MELBOURNE, VIC

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000319733

Licensee

First Financial

Melbourne, VIC (licence address on ASIC register)

View licensee

About David Alan Howell

David Alan Howell is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. David is currently authorised under First Financial. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Economics & Finance) from RMIT. 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

Restrictions: Derivatives

Authorised to provide tax financial advice services

Qualifications and Training

1994

Bachelor of Business (Economics & Finance)

RMIT

1999

Graduate Diploma in Applied Finance and Investment

Securities Institute

2005

Graduate Diploma of Financial Planning

Securities Institute

2011

Margin Lending and Geared Investments

Kaplan Professional

2015

Cavendish & ICFS Specialist SMSF Course

Cavendish

Registration History

First Financial Pty Ltd

Sep 2025 - Present Current

Derivatives

Whittle & Skok Financial Services Pty. Ltd.

Sep 2025 - Feb 2026 Ceased

Derivatives

First Financial Pty Ltd

Nov 2024 - Sep 2025 Ceased

Akambo Pty Ltd

Mar 2021 - Nov 2024 Ceased

No Derivatives

RV WEALTH PTY LTD

May 2020 - Mar 2021 Ceased

Psk Advisory Services Pty Ltd

Mar 2011 - May 2020 Ceased

TYNAN MACKENZIE PTY LTD

Mar 2011 - Jun 2019 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Tmg Licensee Services Pty Ltd

Jan 2008 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register