Financial Adviser · GEELONG, VIC

David Maddock

GEELONG, VIC

20 Years experience

Tax advice
authorised

ASIC Registered · ADV 000301285

Currently at

Apt Wealth Partners

Sydney, NSW (firm address)

View firm profile

About David Maddock

David Maddock is a financial adviser based in Geelong, Victoria, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Apt Wealth Partners. 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 of Australia. 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

2003

Bachelor of Commerce

Deakin University

2011

Margin Lending and Geared Investments

Kaplan

2012

ASX Accredited Listed Products Adviser

Kaplan

2013

SMSF Strategies

Terra Cordis

2016

Certified Financial Planner (CFP)

Financial Planning Association of Australia

Registration History

Apt Wealth Partners Pty Ltd

Jan 2015 - Present Current

MAGNITUDE GROUP PTY LTD

Oct 2012 - Jan 2015 Ceased

A.C.N. 116 900 362 LIMITED

Apr 2009 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register