David Miller
Financial Adviser in Canberra, Australian Capital Territory, Australia
Review David Miller
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 number001005360
- Location
- Canberra ACT 2601
- Licensee
- Jbwere Ltd (AFSL 341162)
- Authorised since
- 29 October 2009
- First provided advice
- 2004
- Qualifications
- Bachelor of Economics, The Australian National University (2003); Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA), Kaplan Higher Education Pty Limited (2006); Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Advice areas
- superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds, standard margin lending, derivatives, foreign exchange contracts
- Restriction
- Superannuation - Can only advise on a person's existing holding in a superannuation product
- Tax (financial) advice
- Yes
- Register status
- Current
About David Miller
David Miller is a financial adviser in Canberra, Australian Capital Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 001005360.
The licensee David advises under is Jbwere Ltd (AFS licence 341162). The current authorisation started on 29 October 2009.
According to the register, David first provided financial advice in 2004. Qualifications and training on file include Bachelor of Economics (The Australian National University, 2003), Graduate Diploma of Applied Finance and Investment (Historical SIA / FINSIA) (Kaplan Higher Education Pty Limited, 2006) and Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020).
The authorisation covers advice on superannuation, securities, managed investment schemes, deposit and payment products, government debentures, stocks and bonds and standard margin lending, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Superannuation – Can only advise on a person’s existing holding in a superannuation product.”
Reviews
Nobody has reviewed David Miller here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is David Miller a registered financial adviser?
Yes. David Miller is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005360.
Which licensee does David Miller work under?
Jbwere Ltd, Australian financial services licence 341162.
What can David Miller give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; deposit and payment products; government debentures, stocks and bonds; standard margin lending; derivatives; foreign exchange contracts. It also records this restriction: "Superannuation - Can only advise on a person's existing holding in a superannuation product."