David John McCormick
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001263606
- Location
- Brisbane City QLD 4000
- Licensee
- Donegal Wealth Pty Ltd (AFSL 230184)
- Authorised since
- 1 April 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Business (Accounting and Financial Management), James Cook University (2013); Diploma of Financial Planning, Kaplan (2013); Advanced Diploma of Financial Planning, Kaplan (2017); Ethics and Professionalism in Financial Advice, Kaplan (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, 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 John McCormick
David John McCormick is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001263606.
David provides advice as an authorised representative of Donegal Wealth Pty Ltd, which holds Australian financial services licence 230184. The current authorisation started on 1 April 2018.
The register records 2018 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Business (Accounting and Financial Management) (James Cook University, 2013), Diploma of Financial Planning (Kaplan, 2013) and Advanced Diploma of Financial Planning (Kaplan, 2017). David is recorded as a member of Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 John McCormick a registered financial adviser?
Yes. David John McCormick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001263606.
Which licensee does David John McCormick work under?
Donegal Wealth Pty Ltd, Australian financial services licence 230184.
What can David John McCormick give advice on?
The register lists these advice areas: superannuation; securities; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.