Financial Adviser
· TOORAK, VIC
David Meffert
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001238034
David Meffert is a financial adviser based in Toorak, Victoria, with 22 years of experience in the financial services industry. David is currently authorised under Wealthyer Advice Assurance 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 Financial Planning Association of Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Business (Banking & Finance)
Monash University
2006
Graduate Diploma of Financial Planning
FINSIA
2009
Certified Financial Planner
Financial Planning Association of Australia
2016
SMSF Specialist Adviser
SMSF Association
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
Authorisation excludes Credit Services (As related to Financial Planning)
Source: ASIC Financial Advisers Register