Financial Adviser
· WEST LEEDERVILLE, WA
David Richard Mcgregor
No disciplinary history on record with ASIC
WEST LEEDERVILLE,
WA
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000328690
David Richard Mcgregor is a financial adviser based in West Leederville, Western Australia, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Bruining Partners. 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 CFP from FPA. 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
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Commerce (Accounting)
University of Notre Dame
2008
Graduate Certificate Financial Planning
FINSIA
2011
CFP
FPA