David Meffert
Financial Adviser in Toorak, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001238034
- Location
- Toorak VIC 3142
- Licensee
- Wealthyer Advice Assurance Pty Ltd (AFSL 544785)
- Authorised since
- 14 November 2025
- First provided advice
- 2004
- Qualifications
- Bachelor of Business (Banking & Finance), Monash University (2004); Graduate Diploma of Financial Planning, FINSIA (2006); Certified Financial Planner, Financial Planning Association of Australia (2009); SMSF Specialist Adviser, SMSF Association (2016); Ethics and Professionalism in Financial Advice, Kaplan (2025)
- 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 Meffert
On the Financial Advisers Register kept by ASIC, David Meffert appears as a current financial adviser in Toorak, Victoria, adviser number 001238034.
Advice is given under the Australian financial services licence of Wealthyer Advice Assurance Pty Ltd, licence number 544785. The current authorisation started on 14 November 2025.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Bachelor of Business (Banking & Finance) (Monash University, 2004), Graduate Diploma of Financial Planning (FINSIA, 2006) and Certified Financial Planner (Financial Planning Association of Australia, 2009). Professional memberships recorded: 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 Meffert a registered financial adviser?
Yes. David Meffert is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001238034.
Which licensee does David Meffert work under?
Wealthyer Advice Assurance Pty Ltd, Australian financial services licence 544785.
What can David Meffert 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.