Financial Adviser
· ADELAIDE, SA
David Catt
No disciplinary history on record with ASIC
ADELAIDE,
SA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001717
David Catt is a financial adviser based in Adelaide, South Australia, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Findex Advice 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 Graduate Diploma of Financial Planning from Kaplan Professional.
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
2007
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2014
Graduate Diploma of Financial Planning
Kaplan Professional
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register