Financial Adviser · MELBOURNE, VIC

David Bomford

MELBOURNE, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001270064

Licensee

First Financial

Melbourne, VIC (licence address on ASIC register)

View licensee

About David Bomford

David Bomford is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. 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 Graduate Diploma of Financial Planning from Deakin University. 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

Restrictions: Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2018

Diploma of Finance and Mortgage Broking Management

International Institute of Technology

2018

Diploma of Financial Planning

International Institute of Technology

2020

Advanced Diploma of Financial Planning

International Institute of Technology

2022

Graduate Certificate in Self-Managed Super Funds

Kaplan Professional

2023

Graduate Diploma of Financial Planning

Deakin University

2023

MLC703 Principals of Income Tax Law

Deakin University

2023

MLC707

Other - Deakin University

Registration History

First Financial Pty Ltd

Sep 2025 - Present Current

Margin Lending

Whittle & Skok Financial Services Pty. Ltd.

Sep 2025 - Feb 2026 Ceased

Margin Lending

First Financial Pty Ltd

Apr 2025 - Sep 2025 Ceased

Margin Lending

Ad Advisory Services Pty Ltd

Apr 2020 - Mar 2025 Ceased

BALLAST FINANCIAL MANAGEMENT PTY LTD

Nov 2018 - Apr 2020 Ceased

Source: ASIC Financial Advisers Register