DAVID LIVSHIZ — Financial Adviser #001262468

Registration Number

001262468

Registration Status

Registered

Location

Mulgrave, VIC 3170

Providing Advice Since

2018

Registration Date

13/12/2018

Financial Services Licensee

BOSTON REED PTY LTD

Licence #000225738

📚 Qualifications & Training

2005 - Bachelor of Science - Bachelor Degree (AQF 7) - Monash University

2017 - Graduate Certificate in Financial Planning - Graduate Certificate (AQF 8) - Kaplan

2018 - Specialist SMSF Course - Professional Designations - Super Concepts & International Centre for Financial Services

2025 - Ethics & Professionalism in FP - Bridging Course - Ethics - Kaplan

🏢 Professional Memberships

SMSF Association

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.