Financial Adviser
· MELBOURNE, VIC
David Stephen Moloney
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000315224
David Stephen Moloney is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry. David is currently authorised under Fortnum Advice 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 Certification from FPA. 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
2007
Bachelor of Business (Financial Planning)
RMIT University
2010
Certified Financial Planner Certification
FPA
2011
Margin Lending and Geared Investments
Kaplan Professional
2024
FPC002B
Bridging Course - Ethics - Kaplan Professional
Registration History
AVANT-GARDE FINANCIAL SERVICES PTY LTD
Source: ASIC Financial Advisers Register