Financial Adviser
· SWAN HILL, VIC
David Stephen Dodgshun
No disciplinary history on record with ASIC
SWAN HILL,
VIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001272610
Practice
Swan Hill, VIC (practice address on ASIC register)
Licensed through Wealth Advice Services
About David Stephen Dodgshun
David Stephen Dodgshun is a financial adviser based in Swan Hill, Victoria, with 8 years of experience in the financial services industry since 2018. David works at Dodgshun Medlin Financial Consultants, which is licensed through Wealth Advice Services. David holds authorisations to advise on superannuation, life insurance, managed investments and securities, as well as tax financial advice services (TFAS). David's qualifications include a Bachelor of Business (Information Systems) from Swinburne University. David is a member of Chartered Accountants Australia and New Zealand (CA ANZ).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Business (Information Systems)
Swinburne University
2010
Bachelor of Business
Swinburne University
2012
Graduate Diploma of Chartered Accounting (GradDipCA)
The Institute of Chartered Accountants in Australia
2018
Diploma of Financial Planning
Kaplan
2019
Ethics and Professionalism in Financial Advice
Kaplan
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
David Dodgshun is limited to providing general advice only and any personal advice must be given under the guidance and supervision of a senior financial planner.
Source: ASIC Financial Advisers Register