David Isaacs
Financial Adviser in Bondi Junction, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000433949
- Location
- Bondi Junction NSW 2022
- Licensee
- Quadrant Wealth Pty Ltd (AFSL 507683)
- Authorised since
- 5 October 2018
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce, University of the Witwatersrand (1999); Bachelor of Commerce Honours, University of South Africa (2000); Chartered Financial Analyst, CFA Institute (2004); Diploma of Financial Planning, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association of Australia (2018)
- Memberships
- Chartered Financial Analyst Institute (CFA Institute); 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 Isaacs
David Isaacs is a financial adviser in Bondi Junction, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000433949.
Advice is given under the Australian financial services licence of Quadrant Wealth Pty Ltd, licence number 507683. That authorisation dates from 5 October 2018.
According to the register, David first provided financial advice in 2004. The qualifications listed for David include Bachelor of Commerce (University of the Witwatersrand, 1999), Bachelor of Commerce Honours (University of South Africa, 2000) and Chartered Financial Analyst (CFA Institute, 2004). Professional memberships recorded: Chartered Financial Analyst Institute (CFA Institute) and 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 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 Isaacs a registered financial adviser?
Yes. David Isaacs is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000433949.
Which licensee does David Isaacs work under?
Quadrant Wealth Pty Ltd, Australian financial services licence 507683.
What can David Isaacs 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.