Financial Adviser
· WEMBLEY, WA
David Robert John Mccarthy
No disciplinary history on record with ASIC
WEMBLEY,
WA
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000468500
David Robert John Mccarthy is a financial adviser based in Wembley, Western Australia, with 12 years of experience in the financial services industry since 2014. David is currently authorised under Bedbrook Partners, operating through Drjm Holdings. 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 Master of Financial Planning from Kaplan. David is a member of AAAC (WA) 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
Bachelor of Agri Business
Curtin University
2014
Graduate Diploma of Financial Planning
Kaplan Higher Education
2015
Self-Managed Super Fund Program
Kaplan Higher Education
2017
Master of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Ethics - KAPLAN Higher Education
Registration History
Source: ASIC Financial Advisers Register