David Maddock
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000301285
- Location
- Geelong VIC 3220
- Licensee
- Apt Wealth Partners Pty Ltd (AFSL 436121)
- Authorised since
- 27 January 2015
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce, Deakin University (2003); Margin Lending and Geared Investments, Kaplan (2011); ASX Accredited Listed Products Adviser, Kaplan (2012); SMSF Strategies, Terra Cordis (2013); Certified Financial Planner (CFP), Financial Planning Association of Australia (2016)
- 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 Maddock
David Maddock is a financial adviser in Geelong, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000301285.
David provides advice as an authorised representative of Apt Wealth Partners Pty Ltd, which holds Australian financial services licence 436121. That authorisation dates from 27 January 2015.
The register records 2006 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Deakin University, 2003), Margin Lending and Geared Investments (Kaplan, 2011) and ASX Accredited Listed Products Adviser (Kaplan, 2012). 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.
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Questions people ask
Is David Maddock a registered financial adviser?
Yes. David Maddock is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000301285.
Which licensee does David Maddock work under?
Apt Wealth Partners Pty Ltd, Australian financial services licence 436121.
What can David Maddock 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.