David Joseph Ramsay
Financial Adviser in Geelong, Victoria, Australia
Review David Joseph Ramsay
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000242694
- Location
- Geelong VIC 3220
- Licensee
- Personal Financial Services Ltd (AFSL 234459)
- Authorised since
- 31 May 2021
- First provided advice
- 1987
- Qualifications
- Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2000); Certified Financial Planner (CFP), Financial Planning Association (FPA) (2001); Self Managed Superannuation Funds, Kaplan Australia (2003); RG146 Provide advice in Margin Lending, MLC ThreeSixty (2010); Bachelor of Commerce (Financial Planning), Deakin University (2020); MAA250, Deakin University (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Joseph Ramsay
David Joseph Ramsay is a financial adviser in Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000242694.
Advice is given under the Australian financial services licence of Personal Financial Services Ltd, licence number 234459. The current authorisation started on 31 May 2021.
The register records 1987 as the year David first provided financial advice. The qualifications listed for David include Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2000), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 2001) and Self Managed Superannuation Funds (Kaplan Australia, 2003). Professional memberships recorded: 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 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed David Joseph Ramsay here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Joseph Ramsay a registered financial adviser?
Yes. David Joseph Ramsay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242694.
Which licensee does David Joseph Ramsay work under?
Personal Financial Services Ltd, Australian financial services licence 234459.
What can David Joseph Ramsay 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.