Financial Adviser
· PERTH, WA
David Gee
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000441661
David Gee is a financial adviser based in Perth, Western Australia, with 13 years of experience in the financial services industry. David is currently authorised under Unisuper Management 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. 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 commerce (finance, economics, money and banking)
University of Western Australia
2007
Diploma of Financial Planning
Kaplan
2012
Advanced diploma of financial services (financial planning)
Kaplan Professional
2017
Certified FInancial Planner
Financial Planning Association
2020
Ethics and professionalism in financial advice
Ethics - Kaplan Professional
Registration History
Restrictions: Margin lending and general advice only in general insurance products.
Source: ASIC Financial Advisers Register