Financial Adviser · MELBOURNE, VIC

David Jamieson

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001257349

Currently at

Melbourne, VIC

View firm profile

David Jamieson is a financial adviser based in Melbourne, Victoria, with 9 years of experience in the financial services industry since 2017. David is currently authorised under Endeavor Asset Management, operating through Ffa Fp. 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 Master of Commerce & Professional Accounting from The University of Sydney.

Authorised to Advise On

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

Restrictions: Aged Care Financial Advice Specialisation; Government Debentures, Stocks or Bonds - Class of Product Only;

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Economics & Finance

The University of Queensland

2012

Master of Commerce & Professional Accounting

The University of Sydney

2017

Diploma of Financial Planning

Kaplan Professional

2017

Self-managed super funds (Statement of Attainment)

Integrity Education

2025

Ethics & Professionalism in Financial Advice

Ethics - Kaplan

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Aged Care Financial Advice Specialisation; Government Debentures, Stocks or Bonds - Class of Product Only;

WEALTH TRAIL PTY LTD

Nov 2020 - Feb 2025 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Sep 2019 - Nov 2020 Ceased

Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only.

Sfgw Pty Ltd

Aug 2017 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register