Financial Adviser
· NORTH GEELONG, VIC
David James Mcdonald
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238556
David James Mcdonald is a financial adviser based in North Geelong, Victoria, with 10 years of experience in the financial services industry. David is currently authorised under Merit Wealth Pty Ltd. David holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Finance) from Monash University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
1999
Bachelor of Commerce (Accounting and Finance)
Monash University
2002
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2014
Diploma of Financial Planning
Mentor Education
2014
Self-Managed Superannuation Funds
Mentor Education
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education