David Vickers
Financial Adviser in Hawthorn, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001539
- Location
- Hawthorn VIC 3122
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 12 December 2022
- First provided advice
- 2006
- Qualifications
- Bachelor of Arts, Monash University (1992); Graduate Diploma in Business Management, Monash University (2001); Master of Management, Monash University (2002); Diploma of Financial Services (Financial Planning), FINSIA (2006); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2008); Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (2011); SMSF Specialist Adviser (SSA), SMSF Association (2011); 928S Margin Lending, Kaplan Higher Education (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA); 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 Vickers
On the Financial Advisers Register kept by ASIC, David Vickers appears as a current financial adviser in Hawthorn, Victoria, adviser number 001001539.
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. That authorisation dates from 12 December 2022.
According to the register, David first provided financial advice in 2006. Qualifications and training on file include Bachelor of Arts (Monash University, 1992), Graduate Diploma in Business Management (Monash University, 2001) and Master of Management (Monash University, 2002). David is recorded as a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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 Vickers a registered financial adviser?
Yes. David Vickers is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001539.
Which licensee does David Vickers work under?
Count Financial Limited, Australian financial services licence 227232.
What can David Vickers 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.