Daoud David EL Kazi

Name
Daoud David EL Kazi
ID
1240667
ABN
–
First Provided Advice
2016

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1993 - Master of Commerce - Masters Degree (AQF 9) - University of Paris I Sorbonne
  • 2013 - Fiploma of Financial Services (Financial Planning) - Diploma (AQF 5) - International Institute of Technology
  • 2016 - Graduate Diploma of Applied Tax Law - Graduate Diploma (AQF 8) - Tax Institute
  • 2016 - SMSF Specialist Adviser - Professional Designations - SMSF Association
  • 2017 - Accredited Listed Product Adviser - ALPA - Professional Designations - Kaplan Professional
  • 2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2026 - Economic and Legal context for financial planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)
  • Institute of Public Accountants (IPA)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Sydney Financial Center Pty. Ltd. (#547355)
Commenced
Sept. 25, 2023
Ceased
Dec. 29, 2025
Status
Current
Licence Holder
Sydney Financial Center Pty. Ltd. (#547355)
Commenced
Feb. 18, 2026

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Cmh Financial Group Pty Ltd (#415452)
Commenced
Oct. 21, 2016
Ceased
March 24, 2020
Status
Ceased
Licence Holder
Hartley Financial Pty. Ltd. (#480751)
Commenced
April 4, 2016
Ceased
Oct. 20, 2016