Financial Adviser
· SYDNEY, NSW
David Bede Greenfield
No disciplinary history on record with ASIC
SYDNEY,
NSW
8
Years experience
ASIC Registered · ADV 001269243
About David Bede Greenfield
David Bede Greenfield is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry since 2018. David is currently authorised under F Palmer & M E Palmer, operating through F Palmer & M E Palmer. David holds authorisations to advise on superannuation, managed investments, securities and deposit products. David's qualifications include a Bachelor of Commerce from Macquarie University.
Authorised to Advise On
Superannuation
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
1998
Bachelor of Commerce
Macquarie University
2025
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education Pty Ltd
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
2025
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education Pty Ltd
2025
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education Pty Ltd