Financial Adviser · AUGUSTINE HEIGHTS, QLD

David Jeffrey Pamenter

AUGUSTINE HEIGHTS, QLD

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000346978

Currently at

Millennium 3 Financial Services

Sydney, NSW (firm address)

View firm profile

About David Jeffrey Pamenter

David Jeffrey Pamenter is a financial adviser based in Augustine Heights, Queensland, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Millennium 3 Financial Services. 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 Diploma of Financial Services (Financial Planning) from Kaplan Professional. 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 Deposit Products Government Bonds Margin Lending

Restrictions: Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Millennium 3 Financial Services Pty Ltd

Jun 2016 - Present Current

Government Debentures, Stocks or Bonds: class of product only, Securities: class of product only, Superannuation: not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Apr 2010 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register