David Montgomery

Financial Adviser

ASIC adviser number:
001003863
Qualifications and training:

2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), PS146/Mentor Education
2010, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), PS146/Mentor Education
2020, Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Professional
2022, Accredited Listed Product Adviser Program, Certificate (AQF 1-4), Kaplan Professional
2024, Accredited Aged Care Professional Program, Other, Aged Care Steps

When adviser first provided advice:
2008
Membership of professional associations:

Financial Advice Association of Australia (FAAA)

Disciplinary action by ASIC:
None
Location:
4 Cockatiel Ct
Dundowran Beach  QLD  4655
AFS licence holder name:
Infocus Securities Australia Pty Ltd
AFS licence number:
000236523
Licence controlled by:
Steinhardt Holdings Pty Ltd
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».