Financial Adviser · MELBOURNE, VIC

David Thang

12 Years experience
ASIC Registered · ADV 001001626
Currently at
Sydney, NSW

David Thang is a financial adviser based in Melbourne, Victoria, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Sequoia Wealth Management. David holds authorisations to advise on superannuation, managed investments, securities and deposit products. David's qualifications include a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology.

Authorised to Advise On

Superannuation Managed Investments Securities Deposit Products Margin Lending

Qualifications and Training

2007
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology
2014
RG 146
Monarch Institute
2019
SAFAA Accredited Derivatives Adviser Level 1 (ADA1) Accreditation
SAFAA
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Dec 2022 - Present Current
Feb 2021 - Sep 2022 Ceased
Jul 2020 - Jan 2021 Ceased
Oct 2018 - Jun 2020 Ceased
Jul 2014 - Dec 2015 Ceased
Managed Investment Schemes, excluding IDPS
Sep 2013 - May 2014 Ceased
Nov 2009 - May 2013 Ceased

Source: ASIC Financial Advisers Register