David Gee
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000441661
- Location
- Perth WA 6000
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 5 November 2020
- First provided advice
- 2013
- Qualifications
- Bachelor of commerce (finance, economics, money and banking), University of Western Australia (2004); Diploma of Financial Planning, Kaplan (2007); Advanced diploma of financial services (financial planning), Kaplan Professional (2012); Certified FInancial Planner, Financial Planning Association (2017); Ethics and professionalism in financial advice, Kaplan Professional (2020)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David Gee
David Gee is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000441661.
Advice is given under the Australian financial services licence of Unisuper Management Pty. Ltd., licence number 235907. That authorisation dates from 5 November 2020.
According to the register, David first provided financial advice in 2013. Qualifications and training on file include Bachelor of commerce (finance, economics, money and banking) (University of Western Australia, 2004), Diploma of Financial Planning (Kaplan, 2007) and Advanced diploma of financial services (financial planning) (Kaplan Professional, 2012). David is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
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Questions people ask
Is David Gee a registered financial adviser?
Yes. David Gee is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000441661.
Which licensee does David Gee work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can David Gee 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.