David Blakis
Financial Adviser in Ivanhoe East, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000245822
- Location
- Ivanhoe East VIC 3079
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 March 2024
- First provided advice
- 2001
- Qualifications
- Bachelor of Commerce, La Trobe University (1998); Graduate Diploma of Applied Finance and Investment, Securities Institute (2003); 8 Unit Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2005); Margin Lending and Geared Investments, Kaplan Professional (2011); Accredited Aged Care Professional, Aged Care Steps (2015); Accredited Listed Product Adviser Program, Kaplan Professional (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- 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 Blakis
On the Financial Advisers Register kept by ASIC, David Blakis appears as a current financial adviser in Ivanhoe East, Victoria, adviser number 000245822.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 19 March 2024.
According to the register, David first provided financial advice in 2001. The qualifications listed for David include Bachelor of Commerce (La Trobe University, 1998), Graduate Diploma of Applied Finance and Investment (Securities Institute, 2003) and 8 Unit Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2005). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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.
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Questions people ask
Is David Blakis a registered financial adviser?
Yes. David Blakis is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000245822.
Which licensee does David Blakis work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Blakis 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.