Financial Adviser · MELBOURNE, VIC

David Craig Stevenson

MELBOURNE, VIC
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004406
Currently at
Melbourne, VIC (firm address)

David Craig Stevenson is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry since 2000. David is currently authorised under Evans And Partners. David holds authorisations to advise on managed investments, securities, derivatives and deposit products, as well as tax financial advice services (TFAS). David's qualifications include a Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1996
732-303 Taxation Law
University of Melbourne
1996
732303
Other - University of Melbourne
2001
Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA)
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2025
TASACL Commercial Law
Kaplan Professional

Registration History

Nov 2007 - Present Current

Source: ASIC Financial Advisers Register