David Tomislav Mandic
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001003823
- Location
- Wollongong NSW 2500
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 11 December 2023
- First provided advice
- 2009
- Qualifications
- Bachelor of Commerce (Financial Planning), University of Wollongong (2008); Margin Lending and Geared Investments Course, Kaplan Professional (2011); Ethics and Professionalism in Financial Advice Course (FPC002B), Kaplan Higher Education (2019); Accredited Aged Care Professional Program, Aged Care Steps (2025)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About David Tomislav Mandic
David Tomislav Mandic is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Wollongong, New South Wales (adviser number 001003823).
David provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. The current authorisation started on 11 December 2023.
The register records 2009 as the year David first provided financial advice. The qualifications listed for David include Bachelor of Commerce (Financial Planning) (University of Wollongong, 2008), Margin Lending and Geared Investments Course (Kaplan Professional, 2011) and Ethics and Professionalism in Financial Advice Course (FPC002B) (Kaplan Higher Education, 2019). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Tomislav Mandic a registered financial adviser?
Yes. David Tomislav Mandic is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001003823.
Which licensee does David Tomislav Mandic work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can David Tomislav Mandic give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.