Financial Adviser
· WEST PERTH, WA
Duncan Mitchell
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005214
Duncan Mitchell is a financial adviser based in West Perth, Western Australia, with 18 years of experience in the financial services industry. Duncan is currently authorised under Abbotts Wealth Management Pty Ltd. Duncan 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 Bachelor of Science from Murdoch University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1997
Bachelor of Science
Murdoch University
2017
Diploma of Financial Planning
Kaplan Professional
2019
Self Managed Superannuation Funds
Kaplan Professional
2025
Economic and Legal Context for FInancial Planners
Kaplan
2025
Taxation for Financial Planning
Kaplan