David Michael Novotny
Financial Adviser in Melbourne, Victoria, Australia
Review David Michael Novotny
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 number000296839
- Location
- Melbourne VIC 3000
- Licensee
- Clime Advice Pty Ltd (AFSL 308200)
- Authorised since
- 20 November 2024
- First provided advice
- 2005
- Qualifications
- Bachelor of Business, RMIT (2004); EPAdvantage Real Life Estate Plans, Super Central (2019); TASA and the TPB Code of Professional Conduct, Kaplan Professional (2022)
- Memberships
- SMSF Association
- 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 Michael Novotny
On the Financial Advisers Register kept by ASIC, David Michael Novotny appears as a current financial adviser in Melbourne, Victoria, adviser number 000296839.
Advice is given under the Australian financial services licence of Clime Advice Pty Ltd, licence number 308200. That authorisation dates from 20 November 2024.
According to the register, David first provided financial advice in 2005. Qualifications and training on file include Bachelor of Business (RMIT, 2004), EPAdvantage Real Life Estate Plans (Super Central, 2019) and TASA and the TPB Code of Professional Conduct (Kaplan Professional, 2022). Professional memberships recorded: SMSF Association.
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 Michael Novotny here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Michael Novotny a registered financial adviser?
Yes. David Michael Novotny is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000296839.
Which licensee does David Michael Novotny work under?
Clime Advice Pty Ltd, Australian financial services licence 308200.
What can David Michael Novotny 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.