Financial Adviser · ADELAIDE, SA

David Schmidt

ADELAIDE, SA
27 Years experience
ASIC Registered · ADV 001233070
Currently at
Sydney, NSW (firm address)

David Schmidt is a financial adviser based in Adelaide, South Australia, with 27 years of experience in the financial services industry since 1999. David is currently authorised under Shaw And Partners Limited, operating through Shaw And Partners. David holds authorisations to advise on superannuation, managed investments, securities and derivatives. David's qualifications include a Diploma of Financial Advising from Securities Institute.

Authorised to Advise On

Superannuation Managed Investments Securities Derivatives Deposit Products Margin Lending

Restrictions: For Superannuation: this is restricted to investment advice only.

Qualifications and Training

2002
Diploma of Financial Advising
Securities Institute
2004
Diploma of Financial Advising
Securities Institute
2005
Accredited Derivatives Adviser Level Two
ASX
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Ltd

Registration History

Jul 2015 - Present Current
For Superannuation: this is restricted to investment advice only.
Jun 2003 - Jun 2015 Ceased

Source: ASIC Financial Advisers Register