Financial Adviser
· SUTHERLAND, NSW
David Reed
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263557
David Reed is a financial adviser based in Sutherland, New South Wales, with 23 years of experience in the financial services industry since 2003. David is currently authorised under Millennium 3 Financial 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 Advanced Diploma of Financial Services (Financial Planning from Kaplan Education Pty Limited. David is a member of SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning
Kaplan Education Pty Limited
2005
Advanced Diploma of Financial Services (Financial Planning
Kaplan Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
Registration History
Source: ASIC Financial Advisers Register