Financial Adviser · SYDNEY, NSW

Melanie Caitlyn David

SYDNEY, NSW

2 Years experience

Tax advice
authorised

ASIC Registered · ADV 001309240

Currently at

E.f.d.b.

Sydney, NSW (firm address)

View firm profile

Melanie Caitlyn David is a financial adviser based in Sydney, New South Wales, with 2 years of experience in the financial services industry since 2024. Melanie is currently authorised under E.f.d.b. Melanie holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). Melanie holds a Master of Financial Planning from Western Sydney University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2022

Master of Financial Planning

Western Sydney University

Registration History

E.f.d.b. Pty Limited

May 2024 - Present Current

Source: ASIC Financial Advisers Register