David King is a financial adviser based in Melbourne, Victoria, with 11 years of experience in the financial services industry. David is currently authorised under Endeavor Asset Management 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 Master of Financial Planning from Kaplan Professional. David is a member of Financial Services Institute of Australasia (FINSIA) and Tax Practitioners Board.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Restrictions: Government Debentures, Stocks or Bonds - Class of Product Only; David has Aged Care Financial Advice Specialisation and is authorised to provide advice in this area;
Authorised to provide tax financial advice services
Registration History
Jan 2025 - Present
Current
Government Debentures, Stocks or Bonds - Class of Product Only; David has Aged Care Financial Advice Specialisation and is authorised to provide advice in this area;
WEALTH TRAIL PTY LTD
Mar 2021 - Feb 2025
Ceased
RV WEALTH PTY LTD
Feb 2020 - Mar 2021
Ceased
Dec 2018 - Oct 2019
Ceased
You are authorised to perform the following tasks:Deposit and payment products limited to: - Basic Deposit Products; - Deposit Products other than basic Deposit Products Life Products including; a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and b) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and associated retirement products; Listed Securities Self-Managed Superannuation FundMargin Lending ( strategy advice only)
EVERMORE MONEY MANAGEMENT PTY LTD
May 2018 - Dec 2018
Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Apr 2015 - May 2018
Ceased
Source: ASIC Financial Advisers Register