Financial Adviser
· MAROOCHYDORE, QLD
David John Loughnan
No disciplinary history on record with ASIC
MAROOCHYDORE,
QLD
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000335776
Currently at
Maroochydore, QLD (firm address)
David John Loughnan is a financial adviser based in Maroochydore, Queensland, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Elements Financial Planning Australia. 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 Graduate Diploma of Financial Planning from Kaplan Professional. David is a member of Tax Practitioners Board.
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
2014
Advanced Diploma of Financial Planning
Mentor Education
2014
Diploma of Financial Planning
Mentor Education
2014
Provide Advice in Margin Lending
Mentor Education
2014
Provide Advice in Self Managed Superannuation Funds
Mentor Education
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional