Financial Adviser
· MELBOURNE, VIC
David Michael Novotny
No disciplinary history on record with ASIC
MELBOURNE,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000296839
About David Michael Novotny
David Michael Novotny is a financial adviser based in Melbourne, Victoria, with 21 years of experience in the financial services industry since 2005. David is currently authorised under Clime Advice. 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 Business from RMIT. David is a member of SMSF Association.
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
2004
Bachelor of Business
RMIT
2019
EPAdvantage Real Life Estate Plans
Super Central
2022
TASA and the TPB Code of Professional Conduct
Kaplan Professional
Registration History
MTIS PRIVATE WEALTH PTY LTD
BONGIORNO FINANCIAL ADVISERS (AUST) LTD
Source: ASIC Financial Advisers Register