Financial Adviser
· GEELONG, VIC
David Joseph Ramsay
No disciplinary history on record with ASIC
GEELONG,
VIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242694
About David Joseph Ramsay
David Joseph Ramsay is a financial adviser based in Geelong, Victoria, with 39 years of experience in the financial services industry since 1987. David is currently authorised under Personal 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA). 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
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2001
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2003
Self Managed Superannuation Funds
Kaplan Australia
2010
RG146 Provide advice in Margin Lending
MLC ThreeSixty
2020
Bachelor of Commerce (Financial Planning)
Deakin University
2020
MAA250
Bridging Course - Ethics - Deakin University