David Geoffrey Mead
Financial Adviser in Adelaide, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000458808
- Location
- Adelaide SA 5000
- Licensee
- Fiducian Financial Services Pty Ltd (AFSL 231103)
- Authorised since
- 5 October 2023
- First provided advice
- 2014
- Qualifications
- Bachelor of Arts in Accountacy, University of South Australia (1994); Diploma in Financial Planning, Mentor Education (2013); Advanced Diploma of Financial Planning, Mentor Education (2014); Certificate in Margin Lending, Kaplan Professional Education (2014)
- Advice areas
- superannuation, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on Self Managed Super Funds or Margin Lending.
- Tax (financial) advice
- Yes
- Register status
- Current
About David Geoffrey Mead
On the Financial Advisers Register kept by ASIC, David Geoffrey Mead appears as a current financial adviser in Adelaide, South Australia, adviser number 000458808.
David provides advice as an authorised representative of Fiducian Financial Services Pty Ltd, which holds Australian financial services licence 231103. The current authorisation started on 5 October 2023.
According to the register, David first provided financial advice in 2014. Qualifications and training on file include Bachelor of Arts in Accountacy (University of South Australia, 1994), Diploma in Financial Planning (Mentor Education, 2013) and Advanced Diploma of Financial Planning (Mentor Education, 2014).
The authorisation covers advice on superannuation, managed investment schemes, life investment products, deposit and payment products, government debentures, stocks and bonds and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Not authorised to provide advice on Self Managed Super Funds or Margin Lending.”
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Questions people ask
Is David Geoffrey Mead a registered financial adviser?
Yes. David Geoffrey Mead is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000458808.
Which licensee does David Geoffrey Mead work under?
Fiducian Financial Services Pty Ltd, Australian financial services licence 231103.
What can David Geoffrey Mead give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on Self Managed Super Funds or Margin Lending."