Financial Adviser
· MOONEE PONDS, VIC
David Anthony Ryan
No disciplinary history on record with ASIC
MOONEE PONDS,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235123
David Anthony Ryan is a financial adviser based in Moonee Ponds, Victoria, with 23 years of experience in the financial services industry since 2003. 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 University of Ballarat. David is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ) and 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
1996
Bachelor of Commerce
University of Ballarat
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy
2014
Advanced Diploma of Financial Planning
Pinnacle Financial Services Academy
2019
Certified Practicing Accountant (CPA)
CPA Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education