Financial Adviser · ORANGE, NSW

David Mcniven

ORANGE, NSW

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000425472

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About David Mcniven

David Mcniven is a financial adviser based in Orange, New South Wales, with 37 years of experience in the financial services industry since 1989. David is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. 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 Bachelor of Business (Accounting) from Charles Sturt University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1993

Bachelor of Business (Accounting)

Charles Sturt University

2001

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2014

SMSF Course

University of Adelaide

Registration History

Charter Financial Planning Limited

Jul 2012 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Jun 2004 - Sep 2012 Ceased

ANZ Securities Limited

Jan 2003 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register