David Alan Goodwin
Financial Adviser in Romsey, Victoria, Australia
Review David Alan Goodwin
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000440849
- Location
- Romsey VIC 3434
- Licensee
- The Complete Planner Pty Ltd (AFSL 278161)
- Authorised since
- 22 July 2019
- First provided advice
- 2002
- Qualifications
- Bachelor of Business (Financial Planning With Distinction), RMIT (2003); CFP Unit 1 Ethics, Professionalism and Compliance, FPA (2005); CFP Unit 2, FPA (2007); SMSF Specialist Adviser, ASFA (2010)
- Memberships
- Association of Superannuation Funds Australia (ASFA); Australian Institute of Superannuation Trustees (AIST)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Alan Goodwin
David Alan Goodwin is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Romsey, Victoria (adviser number 000440849).
Advice is given under the Australian financial services licence of The Complete Planner Pty Ltd, licence number 278161. The current authorisation started on 22 July 2019.
According to the register, David first provided financial advice in 2002. The qualifications listed for David include Bachelor of Business (Financial Planning With Distinction) (RMIT, 2003), CFP Unit 1 Ethics, Professionalism and Compliance (FPA, 2005) and CFP Unit 2 (FPA, 2007). David is recorded as a member of Association of Superannuation Funds Australia (ASFA) and Australian Institute of Superannuation Trustees (AIST).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Alan Goodwin here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Alan Goodwin a registered financial adviser?
Yes. David Alan Goodwin is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000440849.
Which licensee does David Alan Goodwin work under?
The Complete Planner Pty Ltd, Australian financial services licence 278161.
What can David Alan Goodwin give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.