David McKail Montgomery
Financial Adviser in Dundowran Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003863
- Location
- Dundowran Beach QLD 4655
- Licensee
- Infocus Securities Australia Pty Ltd (AFSL 236523)
- Authorised since
- 1 November 2023
- First provided advice
- 2008
- Qualifications
- Diploma of Financial Services (Financial Planning), PS146/Mentor Education (2008); Advanced Diploma of Financial Services (Financial Planning), PS146/Mentor Education (2010); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020); Accredited Listed Product Adviser Program, Kaplan Professional (2022); Accredited Aged Care Professional Program, Aged Care Steps (2024)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David McKail Montgomery
On the Financial Advisers Register kept by ASIC, David McKail Montgomery appears as a current financial adviser in Dundowran Beach, Queensland, adviser number 001003863.
The licensee David advises under is Infocus Securities Australia Pty Ltd (AFS licence 236523). The current authorisation started on 1 November 2023.
According to the register, David first provided financial advice in 2008. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (PS146/Mentor Education, 2008), Advanced Diploma of Financial Services (Financial Planning) (PS146/Mentor Education, 2010) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2020). David is recorded as a member of 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 McKail Montgomery a registered financial adviser?
Yes. David McKail Montgomery is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003863.
Which licensee does David McKail Montgomery work under?
Infocus Securities Australia Pty Ltd, Australian financial services licence 236523.
What can David McKail Montgomery 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.