Financial Adviser
· RINGWOOD, VIC
David Henry Phippard
No disciplinary history on record with ASIC
RINGWOOD,
VIC
27
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000264953
David Henry Phippard is a financial adviser based in Ringwood, Victoria, with 27 years of experience in the financial services industry since 1999. David is currently authorised under Epona Licensee Services, operating through Dmgc Financial Planning. 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.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Planning
Financial Planning Association
2018
Diploma of Financial Planning
Kaplan
2018
Self Managed Superannuation Funds
Kaplan
2018
Tier 1 Margin Lending
Other - Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan
Registration History
Source: ASIC Financial Advisers Register