Financial Adviser
· CRONULLA, NSW
David Vaughan
No disciplinary history on record with ASIC
CRONULLA,
NSW
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000455752
David Vaughan is a financial adviser based in Cronulla, New South Wales, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Walker Lane. 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 Master of Financial Planning from The University of New South Wales. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2013
Bachelor of Commerce
Deakin university
2013
Diploma of Financial Planning
RG146 Mentor Education Group
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2022
Master of Financial Planning
The University of New South Wales
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register