David Carey
Advice Quality Assurance at Self-Employed- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Frankston, Victoria, Australia, AU
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Experience
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Self-Employed
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United States
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Financial Services
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400 - 500 Employee
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Advice Quality Assurance
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May 2021 - Present
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Big 4 Bank
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Melbourne, Victoria, Australia
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Remedition Manager
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Feb 2020 - Jun 2020
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Big 4 Consultancy Firm
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United Kingdom
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Accounting
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200 - 300 Employee
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Quality Assurance
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Apr 2019 - Dec 2019
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Senior Financial Planner
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Sep 2018 - Apr 2019
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MGA Financial Services
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Frankston
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Senior Financial Planner
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Aug 2016 - Jul 2017
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Peninsula Wealth Strategies
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Frankston
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Senior Financial Planner
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Aug 2013 - Jul 2016
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Commonwealth Financial Planning
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Eastern Melbourne
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Financial Planner
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Sep 2010 - Nov 2012
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Emnpire Consulting Group
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Box Hill
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Financial Planner
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Apr 2010 - Jul 2010
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Westpac
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South Eastern Melbourne
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Senior Financial Planner
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Aug 1994 - Aug 2008
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Education
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Integrity Education Group
Advanced Diploma (SMSF Stream), Financial Planning -
2011 - 2011
Kaplan Professional
Certificate, Margin Lending and Geared Investments -
2010 - 2010
National Finanace Institute
Certificate IV, Mortgage Broking -
2008 - 2008
Kaplan Professional
Certificate, Self Managed Superannuation Funds -
2002 - 2005
Securities Institute of Australia
Diploma of Financial Advising
Community
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