Financial Adviser · MELBOURNE, VIC

David Davies

MELBOURNE, VIC
10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001246156
Currently at
Sydney, NSW (firm address)

About David Davies

David Davies is a financial adviser based in Melbourne, Victoria, with 10 years of experience in the financial services industry since 2016. David is currently authorised under MacQuarie Equities Limited, operating through MacQuarie Equities. David holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Laws Honours Class IIB from University of Queensland.

Authorised to Advise On

Tax Financial Advice Superannuation Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1999
Bachelor of Laws Honours Class IIB
University of Queensland
2016
Securities and Managed Investments
Kaplan Higher Education Pty Limited
2016
Superannuation and Retirement Planning
Kaplan Higher Education Pty Limited
2017
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Insurance and Risk Protection
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Aug 2022 - Present Current
Nov 2019 - Present Current
Aug 2016 - Jun 2021 Ceased

Source: ASIC Financial Advisers Register