Financial Adviser
· MOORABBIN, VIC
David Geoffrey Page
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001231
David Geoffrey Page is a financial adviser based in Moorabbin, Victoria, with 22 years of experience in the financial services industry. David is currently authorised under Gild Wealth 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 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
2002
Diploma of Financial Planning
FPA
2003
Certified Financial Planner
FPA
2009
Graduate Certificate in Commerce
Charles Sturt University
2013
Masters of Business Administration
Charles Sturt University
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Source: ASIC Financial Advisers Register