Financial Adviser
· MELBOURNE, VIC
David Mattner
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005196
David Mattner is a financial adviser based in Melbourne, Victoria, with 31 years of experience in the financial services industry. David is currently authorised under Macquarie Bank Limited. David holds authorisations to advise on superannuation, managed investments, securities and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Master of Business Administration from University of Canberra. David is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Master of Business Administration
University of Canberra
2002
Investment Planning 1
Integratec Rading Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2014
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
Registration History
Source: ASIC Financial Advisers Register