David Stephen Moloney
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000315224
- Location
- Melbourne VIC 3004
- Licensee
- Fortnum Advice Pty Ltd (AFSL 519190)
- Authorised since
- 1 August 2025
- First provided advice
- 2007
- Qualifications
- Bachelor of Business (Financial Planning), RMIT University (2007); Certified Financial Planner Certification, FPA (2010); Margin Lending and Geared Investments, Kaplan Professional (2011); FPC002B, Kaplan Professional (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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Stephen Moloney
David Stephen Moloney is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000315224).
Advice is given under the Australian financial services licence of Fortnum Advice Pty Ltd, licence number 519190. That authorisation dates from 1 August 2025.
The register records 2007 as the year David first provided financial advice. Qualifications and training on file include Bachelor of Business (Financial Planning) (RMIT University, 2007), Certified Financial Planner Certification (FPA, 2010) and Margin Lending and Geared Investments (Kaplan Professional, 2011). 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 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 Stephen Moloney a registered financial adviser?
Yes. David Stephen Moloney is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000315224.
Which licensee does David Stephen Moloney work under?
Fortnum Advice Pty Ltd, Australian financial services licence 519190.
What can David Stephen Moloney 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.