Financial Adviser
· MELBOURNE, VIC
David John Batchelor
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000350675
David John Batchelor is a financial adviser based in Melbourne, Victoria, with 28 years of experience in the financial services industry. David is currently authorised under Fmd Advisory Services Pty Ltd. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1991
Certificate of Superannuation Management
Macquarie University
2000
Bachelor of Business
Royal Melbourne Institute of Technology
2001
Certified Financial Planner
Financial Planning Association
2001
Diploma of Financial Planning
Deakin University
2011
Specialist SMSF Course
University of Adelaide
2020
Ethics & Professional Standards for Financial Advisers
Ethics - TAFE NSW
Registration History
Source: ASIC Financial Advisers Register