David Vickers

Name
David Vickers
ID
1001539
ABN
First Provided Advice
2006

Qualifications

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

  • 928S Margin Lending - Kaplan Professional
  • Advanced Diploma of Financial Services (Financial Planning) - ThreeSixty
  • Certified Financial Planner (CFP) - Financial Planning Association of Australia (FPA)
  • Ethics and Professionalism in Financial Advice - Kaplan Professional
  • SMSF Specialist Adviser (SSA) - SMSF Association

Memberships

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

  • Financial Advice Association of Australia (FAAA)
  • SMSF Association

Licencee

Status
Ceased
Licence Holder
Whittle & Skok Financial Services Pty. Ltd. (#232591)
Commenced
Nov. 13, 2020
Ceased
Oct. 21, 2022
Status
Current
Licence Holder
Count Financial Limited (#227232)
Commenced
Dec. 12, 2022

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
Aware Financial Services Australia Limited (#238430)
Commenced
Sept. 11, 2017
Ceased
April 26, 2019
Status
Ceased
Licence Holder
Bendigo Financial Planning Limited (#237898)
Commenced
Nov. 12, 2013
Ceased
Aug. 28, 2017
Status
Ceased
Licence Holder
First Samuel Limited (#225405)
Commenced
June 19, 2019
Ceased
March 30, 2020
Status
Ceased
Licence Holder
National Australia Bank Limited (#230686)
Commenced
March 1, 2007
Ceased
May 1, 2012
Status
Ceased
Licence Holder
Westpac Banking Corporation (#233714)
Commenced
June 1, 2012
Ceased
July 1, 2013