Financial Adviser
· DUNDOWRAN BEACH, QLD
David Mckail Montgomery
No disciplinary history on record with ASIC
DUNDOWRAN BEACH,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003863
Licensee
Maroochydore, QLD (licence address on ASIC register)
About David Mckail Montgomery
David Mckail Montgomery is a financial adviser based in Dundowran Beach, Queensland, with 18 years of experience in the financial services industry since 2008. David is currently authorised under Infocus Securities Australia. 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 Advanced Diploma of Financial Services (Financial Planning) from PS146/Mentor Education. 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
PS146/Mentor Education
2010
Advanced Diploma of Financial Services (Financial Planning)
PS146/Mentor Education
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Accredited Listed Product Adviser Program
Kaplan Professional
2024
Accredited Aged Care Professional Program
Aged Care Steps
Registration History
Securities: Class of product only. Superannuation: Not authorised to provide SMSF advice.
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register