David Livshiz
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001262468
- Location
- Melbourne VIC 3004
- Licensee
- Awfp Group Pty Ltd (AFSL 506819)
- Authorised since
- 15 August 2022
- First provided advice
- 2018
- Qualifications
- Bachelor of Science, Monash University (2005); Graduate Certificate in Financial Planning, Kaplan (2017); Specialist SMSF Course, Super Concepts & International Centre for Financial Services (2018); Ethics & Professionalism in FP, Kaplan (2025)
- Memberships
- SMSF Association
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- No margin lending authorised
- Tax (financial) advice
- Yes
- Register status
- Current
About David Livshiz
On the Financial Advisers Register kept by ASIC, David Livshiz appears as a current financial adviser in Melbourne, Victoria, adviser number 001262468.
The licensee David advises under is Awfp Group Pty Ltd (AFS licence 506819). That authorisation dates from 15 August 2022.
According to the register, David first provided financial advice in 2018. The qualifications listed for David include Bachelor of Science (Monash University, 2005), Graduate Certificate in Financial Planning (Kaplan, 2017) and Specialist SMSF Course (Super Concepts & International Centre for Financial Services, 2018). Professional memberships recorded: SMSF Association.
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment 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.
The register adds a condition to this authorisation: “No margin lending authorised.”
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Questions people ask
Is David Livshiz a registered financial adviser?
Yes. David Livshiz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001262468.
Which licensee does David Livshiz work under?
Awfp Group Pty Ltd, Australian financial services licence 506819.
What can David Livshiz give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "No margin lending authorised."