David Alexander Dooley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245901
- Location
- Melbourne VIC 3000
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 16 December 2021
- First provided advice
- 2003
- Qualifications
- Bachelor of Arts (Double Major in Criminology), The University of Melbourne (1996); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (FPA) (2003); CFP Certification Program, Financial Planning Association of Australia (FPA) (2008); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Client Engagement Skills, Kaplan Professional (2022)
- Memberships
- Financial Services Institute of Australasia (FINSIA)
- 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
- Restriction
- This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
- Tax (financial) advice
- Yes
- Register status
- Current
About David Alexander Dooley
David Alexander Dooley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000245901).
The licensee David advises under is Capstone Financial Planning Pty Ltd (AFS licence 223135). The current authorisation started on 16 December 2021.
According to the register, David first provided financial advice in 2003. Qualifications and training on file include Bachelor of Arts (Double Major in Criminology) (The University of Melbourne, 1996), Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia (FPA), 2003) and CFP Certification Program (Financial Planning Association of Australia (FPA), 2008). David is recorded as a member of Financial Services Institute of Australasia (FINSIA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).”
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Questions people ask
Is David Alexander Dooley a registered financial adviser?
Yes. David Alexander Dooley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245901.
Which licensee does David Alexander Dooley work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can David Alexander Dooley 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. It also records this restriction: "This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs)."