Financial Adviser
· MELBOURNE, VIC
David John Bedford
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001268819
David John Bedford is a financial adviser based in Melbourne, Victoria, with 26 years of experience in the financial services industry. David is currently authorised under Pitcher Partners Investment 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 Bachelors of Business from Victoria University. David is a member of Financial Advice Association of Australia (FAAA) and Tax (financial) adviser.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1998
Bachelors of Business
Victoria University
2001
Graduate Diploma in Applied Finance & Investment
Kaplan Professional
2002
Practitioner Member
Securities & Derivatives Industry Association now Stockbrokers & Financial Advisers Association
2003
Superannuation Module
Other - RMIT/SDIA
2005
Graduate Diploma of Financial Planning
Kaplan Professional
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register