Financial Adviser
· MARYBOROUGH, QLD
David Victor Winnett
No disciplinary history on record with ASIC
MARYBOROUGH,
QLD
24
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000259712
Licensee
Maroochydore, QLD (licence address on ASIC register)
About David Victor Winnett
David Victor Winnett is a financial adviser based in Maryborough, Queensland, with 24 years of experience in the financial services industry since 2002. 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Financial Planning Association
2010
Margin Lending and Geared Investments
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
2015
ASX Listed Products Accreditation Course
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Professional
Registration History
WEALTH MANAGERS PTY LTD
ACCOUNTPLAN PTY LTD
Source: ASIC Financial Advisers Register