Financial Adviser
· MELBOURNE, VIC
David Davies
No disciplinary history on record with ASIC
MELBOURNE,
VIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001246156
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
Source: ASIC Financial Advisers Register