Data sourced from ASIC Financial Advisers Register
Financial Adviser · LYNEHAM, ACT

David Gray

15 Years experience
Tax advice
authorised
ASIC Registered · ADV 001005800
Currently at
Aware Super Services
Sydney, NSW
View firm profile

David Gray is a financial adviser based in Lyneham, Australian Capital Territory, with 15 years of experience in the financial services industry since 2011. David is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super 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 Bachelor of Commerce from Australian National University. 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2002
BUSN1101 Introduction to Commercial Law
The Australian National University
2004
BUSN3014 Principles of Tax Law
The Australian National University
2005
Bachelor of Commerce
Australian National University
2009
CPA Program
CPA Australia
2011
Diploma of Financial Services (Financial Planning)
Mentor Education
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Dec 2019 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Mar 2014 - Nov 2019 Ceased
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Nov 2011 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register