Financial Adviser · ROMSEY, VIC

David Alan Goodwin

24 Years experience
Tax advice
authorised
Currently at
Mount Waverley, VIC
ASIC Registered · ADV 000440849

David Alan Goodwin is a financial adviser based in Romsey, Victoria, with 24 years of experience in the financial services industry since 2002. David is currently authorised under The Complete Planner. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a CFP Unit 1 Ethics, Professionalism and Compliance from FPA. David is a member of Association of Superannuation Funds Australia (ASFA) and Australian Institute of Superannuation Trustees (AIST).

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

2003
Bachelor of Business (Financial Planning With Distinction)
RMIT
2005
CFP Unit 1 Ethics, Professionalism and Compliance
FPA
2007
CFP Unit 2
- FPA
2010
SMSF Specialist Adviser
ASFA

Registration History

Jul 2019 - Present Current
BANKSIA PARTNERS PTY LTD
Apr 2018 - Jul 2019 Ceased
ADVISER NETWORK PTY LTD
Jul 2013 - Jan 2018 Ceased
VICSUPER PTY LTD
Feb 2004 - Aug 2010 Ceased

Source: ASIC Financial Advisers Register