Financial Adviser
· HAWTHORN, VIC
David Vickers
No disciplinary history on record with ASIC
HAWTHORN,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001001539
David Vickers is a financial adviser based in Hawthorn, Victoria, with 20 years of experience in the financial services industry since 2006. David is currently authorised under Count Financial Limited, operating through Count Financial. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). David is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1992
Bachelor of Arts
Monash University
2001
Graduate Diploma in Business Management
Monash University
2002
Master of Management
Monash University
2006
Diploma of Financial Services (Financial Planning)
FINSIA
2008
Advanced Diploma of Financial Services (Financial Planning)
ThreeSixty
2011
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2011
SMSF Specialist Adviser (SSA)
SMSF Association
2012
928S Margin Lending
Kaplan Higher Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education