Financial Adviser
· IVANHOE EAST, VIC
David Blakis
No disciplinary history on record with ASIC
IVANHOE EAST,
VIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245822
David Blakis is a financial adviser based in Ivanhoe East, Victoria, with 25 years of experience in the financial services industry since 2001. 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 Bachelor of Commerce from La Trobe University. David is a member of Financial Advice Association of Australia (FAAA).
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
1998
Bachelor of Commerce
La Trobe University
2003
Graduate Diploma of Applied Finance and Investment
Securities Institute
2005
8 Unit Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2011
Margin Lending and Geared Investments
Kaplan Professional
2015
Accredited Aged Care Professional
Aged Care Steps
2019
Accredited Listed Product Adviser Program
Kaplan Professional
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register