Financial Adviser · SWAN HILL, VIC

David Stephen Dodgshun

SWAN HILL, VIC

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001272610

Currently at

Dodgshun Medlin Financial Consultants

Swan Hill, VIC (firm address)

View firm profile

About David Stephen Dodgshun

David Stephen Dodgshun is a financial adviser based in Swan Hill, Victoria, with 8 years of experience in the financial services industry since 2018. David is currently authorised under Wealth Advice Services, operating through Dodgshun Medlin Financial Consultants. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Information Systems) from Swinburne University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2010

Bachelor of Business (Information Systems)

Swinburne University

2010

Bachelor of Business

Swinburne University

2012

Graduate Diploma of Chartered Accounting (GradDipCA)

The Institute of Chartered Accountants in Australia

2018

Diploma of Financial Planning

Kaplan

2019

Ethics and Professionalism in Financial Advice

Kaplan

Registration History

Wealth Advice Services Pty Ltd

Feb 2022 - Present Current

LONSDALE FINANCIAL GROUP PTY LTD

Dec 2018 - Feb 2022 Ceased

David Dodgshun is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.

Source: ASIC Financial Advisers Register