Financial Adviser
· MELBOURNE, VIC
David Livshiz
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262468
David Livshiz is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry. David is currently authorised under Awfp Group 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 Bachelor of Science from Monash University. David is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Restrictions: No margin lending authorised
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Science
Monash University
2017
Graduate Certificate in Financial Planning
Kaplan
2018
Specialist SMSF Course
Super Concepts & International Centre for Financial Services
2025
Ethics & Professionalism in FP
Ethics - Kaplan
Registration History
No margin lending authorised
EVERMORE MONEY MANAGEMENT PTY LTD
not able to deal in derivatives
Source: ASIC Financial Advisers Register