Data sourced from ASIC Financial Advisers Register
Financial Adviser · MELBOURNE, VIC

David Alexander Dooley

23 Years experience
Tax advice
authorised
Currently at
Capstone Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000245901

David Alexander Dooley is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. David is currently authorised under Capstone Financial Planning 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 CFP Certification Program from Financial Planning Association of Australia (FPA). David is a member of Financial Services Institute of Australasia (FINSIA).

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Arts (Double Major in Criminology)
The University of Melbourne
2003
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia (FPA)
2008
CFP Certification Program
Financial Planning Association of Australia (FPA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Client Engagement Skills
Behavioural Finance - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Dec 2021 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Ri Advice Group Pty Ltd
May 2021 - Dec 2021 Ceased
Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
FINANCIAL SERVICES PARTNERS PTY LIMITED
Mar 2015 - May 2021 Ceased
Securities: Class of product only. Government Debentures or Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.
SECURITOR FINANCIAL GROUP PTY LIMITED
Aug 2009 - Mar 2015 Ceased
AG PRIVATE ADVISORY PTY LTD
Jun 2008 - Aug 2009 Ceased
TRULITY HOLDINGS PTY LTD
Jan 2007 - Jun 2008 Ceased
SECURITOR FINANCIAL GROUP PTY LIMITED
Dec 2003 - Sep 2004 Ceased

Source: ASIC Financial Advisers Register