Financial Adviser
· BRISBANE, QLD
David Wilcock
No disciplinary history on record with ASIC
BRISBANE,
QLD
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253542
About David Wilcock
David Wilcock is a financial adviser based in Brisbane, Queensland, with 27 years of experience in the financial services industry since 1999. David is currently authorised under Sira Group, operating through Dkw Private Wealth Management. 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 Commerce from University of QLD. 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
1996
Bachelor of Commerce
University of QLD
1999
Graduate Diploma of Financial Planning
Securities Institute
2011
DPML Margin Lending
Pinnacle
2014
Certificate in Specialist SMSF Advice
Pinnacle
2021
Financial Adviser Exam
FASEA
2023
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
MDA services limited to investments within a regulated platform.
Source: ASIC Financial Advisers Register