Financial Adviser
· MELBOURNE, VIC
David Anthony Macmanus
No disciplinary history on record with ASIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000295148
David Anthony Macmanus is a financial adviser based in Melbourne, Victoria, with 23 years of experience in the financial services industry. David is currently authorised under Aus Financial Advisers Pty Ltd. David holds authorisations to advise on superannuation, life insurance investments, managed investments and securities, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma Financial Planning (DFP)
Deakin University
2010
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
KaPlan Professional
2012
Fellow Chartered Financial Practitioner (FChFP)
Association of Financial Advisers (AFA)
2016
Self Managed Superannuation Funds
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - KaPlan Professional
2020
Client Engagement Skills
Behavioural Finance - KaPlan Professional
2020
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - KaPlan Professional
2021
Graduate Diploma of Financial Planning
Kaplan Professional